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 | $113,643 | $91,525+24.2% | $130,026-12.6% | $75,181+51.2% |
| Participation rate | 92.2% | 71.4%+20.7pp | 78.5%+13.7pp | 67.2%+25.0pp |
| Annual return | 14.52% | -631.40%+645.9pp | -137.26%+151.8pp | 160.69%-146.2pp |
| Employer contribution / active EE | $4,412 | $2,844+55.1% | $4,321+2.1% | $2,671+65.2% |
| Participant deferral / active EE | $6,246 | $4,342+43.9% | $5,821+7.3% | $4,126+51.4% |
| Admin fee / account holder | $27,696 | $6,778+308.6% | $10,608+161.1% | $5,650+390.2% |