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 | $98,578 | $58,311+69.1% | $81,882+20.4% | $80,959+21.8% |
| Participation rate | 85.0% | 63.5%+21.5pp | 72.4%+12.6pp | 67.7%+17.3pp |
| Annual return | 11.46% | 41.85%-30.4pp | 779.47%-768.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $5,075 | $2,347+116.3% | $2,916+74.0% | $2,757+84.1% |
| Participant deferral / active EE | $5,341 | $3,287+62.5% | $4,323+23.5% | $4,300+24.2% |
| Admin fee / account holder | $4,976 | $4,752+4.7% | $7,360-32.4% | $6,925-28.2% |