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 | $122,575 | $103,038+19.0% | $90,324+35.7% | $152,909-19.8% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 24.87% | 95.25%-70.4pp | 78.15%-53.3pp | 345.46%-320.6pp |
| Employer contribution / active EE | $1,559 | $3,141-50.4% | $2,856-45.4% | $4,764-67.3% |
| Participant deferral / active EE | $5,064 | $4,282+18.3% | $3,885+30.3% | $5,851-13.5% |
| Admin fee / account holder | $910 | $6,177-85.3% | $5,356-83.0% | $11,601-92.2% |