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 | $84,139 | $105,198-20.0% | $159,455-47.2% | $85,856-2.0% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.8%+13.1pp | 69.3%+26.6pp |
| Annual return | 14.85% | 45.08%-30.2pp | 263.63%-248.8pp | 318.58%-303.7pp |
| Employer contribution / active EE | $4,287 | $3,319+29.2% | $4,830-11.2% | $2,565+67.1% |
| Participant deferral / active EE | $6,527 | $5,946+9.8% | $7,353-11.2% | $3,952+65.2% |
| Admin fee / account holder | $4,067 | $6,934-41.3% | $10,800-62.3% | $6,261-35.0% |