Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,210 | $98,766+35.9% | $149,730-10.4% | $79,852+68.1% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.5pp |
| Annual return | 17.35% | 27.43%-10.1pp | 276.70%-259.4pp | 31.72%-14.4pp |
| Employer contribution / active EE | $1,941 | $3,217-39.7% | $4,645-58.2% | $2,471-21.5% |
| Participant deferral / active EE | $5,131 | $5,681-9.7% | $6,843-25.0% | $3,740+37.2% |
| Admin fee / account holder | $2,711 | $6,052-55.2% | $9,310-70.9% | $5,306-48.9% |