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 | $85,283 | $107,363-20.6% | $92,909-8.2% | $152,897-44.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 22.05% | 145.63%-123.6pp | 109.44%-87.4pp | 345.43%-323.4pp |
| Employer contribution / active EE | $2,216 | $4,222-47.5% | $3,653-39.3% | $4,764-53.5% |
| Participant deferral / active EE | $4,801 | $4,848-1.0% | $4,238+13.3% | $5,851-18.0% |
| Admin fee / account holder | $17,541 | $7,082+147.7% | $5,795+202.7% | $11,599+51.2% |