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 | $100,973 | $77,908+29.6% | $149,696-32.5% | $75,173+34.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 37.34% | 31.73%+5.6pp | 134.46%-97.1pp | 160.72%-123.4pp |
| Employer contribution / active EE | $3,422 | $3,138+9.0% | $4,821-29.0% | $2,671+28.1% |
| Participant deferral / active EE | $4,105 | $3,411+20.3% | $5,682-27.8% | $4,126-0.5% |
| Admin fee / account holder | $3,110 | $5,950-47.7% | $13,212-76.5% | $5,651-45.0% |