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 | $82,481 | $102,429-19.5% | $147,096-43.9% | $80,925+1.9% |
| Participation rate | 97.5% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 14.21% | 135.02%-120.8pp | 419.75%-405.5pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,945 | $3,716-47.6% | $4,936-60.6% | $2,756-29.4% |
| Participant deferral / active EE | $13,088 | $6,649+96.9% | $8,071+62.2% | $4,299+204.5% |
| Admin fee / account holder | $2,828 | $7,957-64.5% | $13,005-78.3% | $6,940-59.2% |