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 | $100,065 | $111,830-10.5% | $93,696+6.8% | $145,884-31.4% |
| Participation rate | 70.6% | 74.2%-3.6pp | 68.7%+1.9pp | 80.3%-9.7pp |
| Annual return | 11.95% | 204.08%-192.1pp | 133.74%-121.8pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,293 | $3,093-58.2% | $2,422-46.6% | $4,662-72.3% |
| Participant deferral / active EE | $4,368 | $4,920-11.2% | $4,417-1.1% | $6,690-34.7% |
| Admin fee / account holder | $1,210 | $10,249-88.2% | $8,287-85.4% | $13,392-91.0% |