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 | $112,767 | $117,829-4.3% | $102,423+10.1% | $145,877-22.7% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 11.65% | 31.83%-20.2pp | 29.42%-17.8pp | 551.28%-539.6pp |
| Employer contribution / active EE | $2,427 | $3,615-32.8% | $3,023-19.7% | $4,663-47.9% |
| Participant deferral / active EE | $6,400 | $5,732+11.6% | $5,054+26.6% | $6,691-4.4% |
| Admin fee / account holder | $1,955 | $13,335-85.3% | $9,455-79.3% | $13,402-85.4% |