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 | $111,080 | $85,171+30.4% | $172,752-35.7% | $72,975+52.2% |
| Participation rate | 89.3% | 70.1%+19.2pp | 82.6%+6.6pp | 69.5%+19.8pp |
| Annual return | 21.44% | 27.32%-5.9pp | 802.97%-781.5pp | 81.01%-59.6pp |
| Employer contribution / active EE | $2,034 | $3,324-38.8% | $5,144-60.5% | $2,440-16.6% |
| Participant deferral / active EE | $4,015 | $3,260+23.2% | $5,198-22.8% | $3,608+11.3% |
| Admin fee / account holder | $1,609 | $5,880-72.6% | $13,955-88.5% | $5,124-68.6% |