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 | $108,800 | $117,829-7.7% | $102,423+6.2% | $145,877-25.4% |
| Participation rate | 95.7% | 78.6%+17.0pp | 76.5%+19.1pp | 80.3%+15.3pp |
| Annual return | 11.79% | 31.83%-20.0pp | 29.42%-17.6pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,602 | $3,615-55.7% | $3,023-47.0% | $4,663-65.6% |
| Participant deferral / active EE | $7,970 | $5,732+39.0% | $5,054+57.7% | $6,691+19.1% |
| Admin fee / account holder | $21,283 | $13,335+59.6% | $9,455+125.1% | $13,402+58.8% |