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 | $114,987 | $91,537+25.6% | $130,045-11.6% | $75,173+53.0% |
| Participation rate | 86.8% | 71.5%+15.4pp | 78.5%+8.3pp | 67.2%+19.6pp |
| Annual return | 14.12% | -631.55%+645.7pp | -137.30%+151.4pp | 160.72%-146.6pp |
| Employer contribution / active EE | $1,980 | $2,845-30.4% | $4,321-54.2% | $2,671-25.9% |
| Participant deferral / active EE | $4,467 | $4,343+2.9% | $5,820-23.2% | $4,126+8.3% |
| Admin fee / account holder | $17,393 | $6,780+156.5% | $10,600+64.1% | $5,651+207.8% |