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 | $97,014 | $112,935-14.1% | $90,970+6.6% | $158,966-39.0% |
| Participation rate | 84.2% | 74.7%+9.5pp | 69.0%+15.2pp | 82.0%+2.2pp |
| Annual return | 10.71% | 215.79%-205.1pp | 134.58%-123.9pp | 302.95%-292.2pp |
| Employer contribution / active EE | $1,561 | $2,895-46.1% | $2,122-26.5% | $4,762-67.2% |
| Participant deferral / active EE | $5,398 | $4,129+30.7% | $3,373+60.0% | $5,983-9.8% |
| Admin fee / account holder | $2,075 | $8,045-74.2% | $5,960-65.2% | $11,250-81.6% |