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 | $113,090 | $63,346+78.5% | $92,240+22.6% | $70,126+61.3% |
| Participation rate | 81.1% | 68.7%+12.5pp | 76.5%+4.7pp | 69.5%+11.6pp |
| Annual return | 18.27% | 530.19%-511.9pp | 176.29%-158.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $1,269 | $2,471-48.7% | $3,680-65.5% | $2,343-45.8% |
| Participant deferral / active EE | $3,580 | $2,854+25.4% | $3,897-8.1% | $3,332+7.4% |
| Admin fee / account holder | $27,605 | $3,841+618.7% | $5,194+431.5% | $4,645+494.2% |