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 | $112,882 | $89,370+26.3% | $141,197-20.1% | $72,976+54.7% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 64.36% | 111.88%-47.5pp | 71.41%-7.0pp | 81.02%-16.7pp |
| Employer contribution / active EE | $2,647 | $3,115-15.0% | $4,736-44.1% | $2,440+8.5% |
| Participant deferral / active EE | $6,688 | $5,419+23.4% | $6,710-0.3% | $3,608+85.4% |
| Admin fee / account holder | $37,673 | $5,957+532.4% | $10,265+267.0% | $5,124+635.2% |