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 | $141,786 | $111,830+26.8% | $93,696+51.3% | $145,884-2.8% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.4pp |
| Annual return | 14.51% | 204.08%-189.6pp | 133.74%-119.2pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,802 | $3,093-9.4% | $2,422+15.7% | $4,662-39.9% |
| Participant deferral / active EE | $7,019 | $4,920+42.7% | $4,417+58.9% | $6,690+4.9% |
| Admin fee / account holder | $5,418 | $10,249-47.1% | $8,287-34.6% | $13,392-59.5% |