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 | $110,372 | $102,429+7.8% | $147,096-25.0% | $80,925+36.4% |
| Participation rate | 83.9% | 75.9%+8.0pp | 82.2%+1.7pp | 67.7%+16.2pp |
| Annual return | 16.54% | 135.02%-118.5pp | 419.75%-403.2pp | 35.65%-19.1pp |
| Employer contribution / active EE | $2,708 | $3,716-27.1% | $4,936-45.1% | $2,756-1.7% |
| Participant deferral / active EE | $6,018 | $6,649-9.5% | $8,071-25.4% | $4,299+40.0% |
| Admin fee / account holder | $18,278 | $7,957+129.7% | $13,005+40.5% | $6,940+163.4% |