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 | $97,001 | $98,240-1.3% | $82,312+17.8% | $147,586-34.3% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 14.91% | 30.85%-15.9pp | 25.88%-11.0pp | 578.59%-563.7pp |
| Employer contribution / active EE | $1,874 | $3,192-41.3% | $2,428-22.8% | $4,876-61.6% |
| Participant deferral / active EE | $5,635 | $4,383+28.6% | $3,706+52.0% | $5,439+3.6% |
| Admin fee / account holder | $24,391 | $8,563+184.8% | $5,608+335.0% | $10,886+124.1% |