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 | $111,677 | $137,414-18.7% | $189,537-41.1% | $85,847+30.1% |
| Participation rate | 94.9% | 84.6%+10.3pp | 87.8%+7.1pp | 69.3%+25.6pp |
| Annual return | 16.73% | 38.14%-21.4pp | 555.34%-538.6pp | 318.61%-301.9pp |
| Employer contribution / active EE | $7,502 | $4,344+72.7% | $6,161+21.8% | $2,565+192.4% |
| Participant deferral / active EE | $6,039 | $6,260-3.5% | $8,220-26.5% | $3,952+52.8% |
| Admin fee / account holder | $7,988 | $8,630-7.4% | $12,048-33.7% | $6,261+27.6% |