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 | $120,483 | $102,429+17.6% | $147,096-18.1% | $80,925+48.9% |
| Participation rate | 84.6% | 75.9%+8.8pp | 82.2%+2.4pp | 67.7%+17.0pp |
| Annual return | 15.72% | 135.02%-119.3pp | 419.75%-404.0pp | 35.65%-19.9pp |
| Employer contribution / active EE | $3,680 | $3,716-1.0% | $4,936-25.5% | $2,756+33.5% |
| Participant deferral / active EE | $7,442 | $6,649+11.9% | $8,071-7.8% | $4,299+73.1% |
| Admin fee / account holder | $2,124 | $7,957-73.3% | $13,005-83.7% | $6,940-69.4% |