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 | $108,379 | $98,776+9.7% | $149,745-27.6% | $79,856+35.7% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.5%+11.9pp | 69.6%+24.7pp |
| Annual return | 16.50% | 27.38%-10.9pp | 276.72%-260.2pp | 31.71%-15.2pp |
| Employer contribution / active EE | $6,028 | $3,217+87.4% | $4,646+29.8% | $2,471+143.9% |
| Participant deferral / active EE | $12,878 | $5,681+126.7% | $6,843+88.2% | $3,741+244.3% |
| Admin fee / account holder | $1,737 | $6,053-71.3% | $9,312-81.3% | $5,306-67.3% |