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 | $111,928 | $102,393+9.3% | $147,041-23.9% | $80,911+38.3% |
| Participation rate | 86.2% | 75.9%+10.4pp | 82.2%+4.0pp | 67.6%+18.6pp |
| Annual return | 26.46% | 134.95%-108.5pp | 419.21%-392.7pp | 35.63%-9.2pp |
| Employer contribution / active EE | $1,669 | $3,715-55.1% | $4,935-66.2% | $2,756-39.4% |
| Participant deferral / active EE | $9,532 | $6,647+43.4% | $8,071+18.1% | $4,297+121.8% |
| Admin fee / account holder | $1,541 | $7,943-80.6% | $13,006-88.1% | $6,935-77.8% |