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 | $92,387 | $102,422-9.8% | $147,117-37.2% | $80,959+14.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 15.24% | 135.16%-119.9pp | 420.54%-405.3pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,680 | $3,717-54.8% | $4,932-65.9% | $2,757-39.1% |
| Participant deferral / active EE | $14,264 | $6,652+114.4% | $8,065+76.9% | $4,300+231.7% |
| Admin fee / account holder | $73,748 | $7,953+827.2% | $12,993+467.6% | $6,925+964.9% |