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 | $100,564 | $58,258+72.6% | $81,820+22.9% | $80,925+24.3% |
| Participation rate | 70.0% | 63.5%+6.5pp | 72.4%-2.4pp | 67.7%+2.3pp |
| Annual return | 14.69% | 41.76%-27.1pp | 777.93%-763.2pp | 35.65%-21.0pp |
| Employer contribution / active EE | $2,381 | $2,345+1.5% | $2,915-18.3% | $2,756-13.6% |
| Participant deferral / active EE | $7,169 | $3,284+118.3% | $4,323+65.8% | $4,299+66.8% |
| Admin fee / account holder | $1,718 | $4,976-65.5% | $7,391-76.8% | $6,940-75.2% |