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 | $107,382 | $112,121-4.2% | $95,960+11.9% | $158,966-32.4% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 16.08% | 171.16%-155.1pp | 91.63%-75.6pp | 302.95%-286.9pp |
| Employer contribution / active EE | $2,373 | $3,199-25.8% | $2,541-6.6% | $4,762-50.2% |
| Participant deferral / active EE | $3,748 | $4,784-21.7% | $4,167-10.1% | $5,983-37.4% |
| Admin fee / account holder | $5,968 | $10,135-41.1% | $6,797-12.2% | $11,250-46.9% |