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 | $83,152 | $102,429-18.8% | $147,096-43.5% | $80,925+2.8% |
| Participation rate | 85.7% | 75.9%+9.9pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 17.58% | 135.02%-117.4pp | 419.75%-402.2pp | 35.65%-18.1pp |
| Employer contribution / active EE | $4,071 | $3,716+9.6% | $4,936-17.5% | $2,756+47.7% |
| Participant deferral / active EE | $8,635 | $6,649+29.9% | $8,071+7.0% | $4,299+100.9% |
| Admin fee / account holder | $9,185 | $7,957+15.4% | $13,005-29.4% | $6,940+32.3% |