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 | $102,793 | $95,580+7.5% | $76,872+33.7% | $139,466-26.3% |
| Participation rate | 95.8% | 74.0%+21.9pp | 69.6%+26.2pp | 80.3%+15.5pp |
| Annual return | 10.51% | 55.00%-44.5pp | 37.90%-27.4pp | 373.66%-363.2pp |
| Employer contribution / active EE | $8,336 | $3,145+165.0% | $2,533+229.0% | $4,754+75.3% |
| Participant deferral / active EE | $8,237 | $4,623+78.2% | $3,832+114.9% | $6,712+22.7% |
| Admin fee / account holder | $52,351 | $8,302+530.6% | $5,476+856.0% | $11,409+358.9% |