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 | $115,163 | $82,274+40.0% | $152,473-24.5% | $79,391+45.1% |
| Participation rate | 93.6% | 76.4%+17.2pp | 78.2%+15.4pp | 70.7%+22.9pp |
| Annual return | 14.47% | 7959.84%-7945.4pp | 757.59%-743.1pp | 116.88%-102.4pp |
| Employer contribution / active EE | $1,874 | $3,613-48.1% | $4,326-56.7% | $2,428-22.8% |
| Participant deferral / active EE | $4,903 | $4,969-1.3% | $5,817-15.7% | $4,046+21.2% |
| Admin fee / account holder | $9,099 | $632+1339.3% | $15,811-42.5% | $627+1352.3% |