Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $81,944 | $102,385-20.0% | $147,080-44.3% | $80,935+1.2% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.7%+27.3pp |
| Annual return | 14.08% | 135.09%-121.0pp | 420.17%-406.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $2,835 | $3,717-23.7% | $4,933-42.5% | $2,757+2.8% |
| Participant deferral / active EE | $7,151 | $6,651+7.5% | $8,066-11.3% | $4,299+66.3% |
| Admin fee / account holder | $9,055 | $7,951+13.9% | $12,989-30.3% | $6,924+30.8% |