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 | $81,546 | $80,812+0.9% | $160,784-49.3% | $82,448-1.1% |
| Participation rate | 72.1% | 66.2%+5.8pp | 77.0%-4.9pp | 68.1%+4.0pp |
| Annual return | 17.28% | 100.59%-83.3pp | 1803.92%-1786.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $3,613 | $2,174+66.2% | $3,733-3.2% | $2,551+41.6% |
| Participant deferral / active EE | $6,889 | $4,335+58.9% | $6,293+9.5% | $4,139+66.4% |
| Admin fee / account holder | $3,898 | $7,695-49.3% | $9,717-59.9% | $7,234-46.1% |