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 | $98,852 | $102,422-3.5% | $147,117-32.8% | $80,959+22.1% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 13.66% | 135.16%-121.5pp | 420.54%-406.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $4,099 | $3,717+10.3% | $4,932-16.9% | $2,757+48.7% |
| Participant deferral / active EE | $8,971 | $6,652+34.9% | $8,065+11.2% | $4,300+108.6% |
| Admin fee / account holder | $4,027 | $7,953-49.4% | $12,993-69.0% | $6,925-41.9% |