Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $87,624 | $102,422-14.4% | $147,117-40.4% | $80,959+8.2% |
| Participation rate | 89.1% | 75.9%+13.3pp | 82.2%+6.9pp | 67.7%+21.5pp |
| Annual return | 19.27% | 135.16%-115.9pp | 420.54%-401.3pp | 35.67%-16.4pp |
| Employer contribution / active EE | $3,528 | $3,717-5.1% | $4,932-28.5% | $2,757+28.0% |
| Participant deferral / active EE | $7,461 | $6,652+12.2% | $8,065-7.5% | $4,300+73.5% |
| Admin fee / account holder | $6,765 | $7,953-14.9% | $12,993-47.9% | $6,925-2.3% |