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 | $107,680 | $112,121-4.0% | $95,960+12.2% | $158,966-32.3% |
| Participation rate | 95.0% | 79.0%+16.0pp | 77.1%+17.9pp | 82.0%+13.0pp |
| Annual return | 14.70% | 171.16%-156.5pp | 91.63%-76.9pp | 302.95%-288.3pp |
| Employer contribution / active EE | $2,216 | $3,199-30.7% | $2,541-12.8% | $4,762-53.5% |
| Participant deferral / active EE | $4,653 | $4,784-2.7% | $4,167+11.7% | $5,983-22.2% |
| Admin fee / account holder | $1,489 | $10,135-85.3% | $6,797-78.1% | $11,250-86.8% |