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 | $130,547 | $95,383+36.9% | $185,837-29.8% | $85,856+52.1% |
| Participation rate | 85.2% | 68.8%+16.4pp | 81.7%+3.5pp | 69.3%+15.9pp |
| Annual return | 15.51% | 23.59%-8.1pp | 122.08%-106.6pp | 318.58%-303.1pp |
| Employer contribution / active EE | $3,082 | $3,313-7.0% | $5,168-40.4% | $2,565+20.1% |
| Participant deferral / active EE | $6,647 | $3,423+94.2% | $5,568+19.4% | $3,952+68.2% |
| Admin fee / account holder | $4,381 | $7,213-39.3% | $16,241-73.0% | $6,261-30.0% |