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 | $126,822 | $88,186+43.8% | $165,071-23.2% | $74,459+70.3% |
| Participation rate | 99.0% | 73.1%+25.9pp | 78.6%+20.4pp | 67.2%+31.8pp |
| Annual return | 14.09% | 17.13%-3.0pp | 70.17%-56.1pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $2,802 | $2,600+7.8% | $4,347-35.5% | $2,626+6.7% |
| Participant deferral / active EE | $8,007 | $4,505+77.8% | $6,035+32.7% | $4,350+84.1% |
| Admin fee / account holder | $3,052 | $2,234+36.6% | $12,695-76.0% | $1,945+56.9% |