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 | $93,041 | $100,203-7.1% | $85,240+9.2% | $145,897-36.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 10.84% | 84.28%-73.4pp | 66.75%-55.9pp | 552.29%-541.5pp |
| Employer contribution / active EE | $12,706 | $3,242+291.9% | $2,735+364.5% | $4,663+172.5% |
| Participant deferral / active EE | $2,810 | $5,299-47.0% | $4,527-37.9% | $6,689-58.0% |
| Admin fee / account holder | $25,009 | $7,265+244.2% | $6,165+305.7% | $13,390+86.8% |