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 | $102,390 | $85,766+19.4% | $136,298-24.9% | $70,126+46.0% |
| Participation rate | 86.2% | 74.2%+12.1pp | 81.9%+4.3pp | 69.5%+16.7pp |
| Annual return | 14.83% | 31.46%-16.6pp | 5156.27%-5141.4pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,834 | $2,966-38.2% | $4,696-60.9% | $2,343-21.7% |
| Participant deferral / active EE | $4,143 | $5,051-18.0% | $6,247-33.7% | $3,332+24.3% |
| Admin fee / account holder | $6,495 | $5,421+19.8% | $9,244-29.7% | $4,645+39.8% |