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 | $104,050 | $108,911-4.5% | $100,392+3.6% | $145,884-28.7% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 12.23% | 58.23%-46.0pp | 49.45%-37.2pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,148 | $4,420-74.0% | $3,941-70.9% | $4,662-75.4% |
| Participant deferral / active EE | $7,192 | $8,459-15.0% | $8,090-11.1% | $6,690+7.5% |
| Admin fee / account holder | $30,890 | $9,698+218.5% | $7,904+290.8% | $13,392+130.7% |