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 | $101,317 | $48,570+108.6% | $130,660-22.5% | $72,975+38.8% |
| Participation rate | 81.3% | 58.6%+22.7pp | 71.7%+9.5pp | 69.5%+11.8pp |
| Annual return | 20.61% | 38.63%-18.0pp | 1709.29%-1688.7pp | 81.01%-60.4pp |
| Employer contribution / active EE | $1,555 | $1,334+16.5% | $4,092-62.0% | $2,440-36.3% |
| Participant deferral / active EE | $4,417 | $2,384+85.3% | $3,603+22.6% | $3,608+22.4% |
| Admin fee / account holder | $2,314 | $3,549-34.8% | $5,463-57.6% | $5,124-54.8% |