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 | $99,603 | $102,429-2.8% | $147,096-32.3% | $80,925+23.1% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 12.48% | 135.02%-122.5pp | 419.75%-407.3pp | 35.65%-23.2pp |
| Employer contribution / active EE | $1,049 | $3,716-71.8% | $4,936-78.8% | $2,756-62.0% |
| Participant deferral / active EE | $6,899 | $6,649+3.8% | $8,071-14.5% | $4,299+60.5% |
| Admin fee / account holder | $5,164 | $7,957-35.1% | $13,005-60.3% | $6,940-25.6% |