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 | $83,263 | $102,422-18.7% | $147,117-43.4% | $80,959+2.8% |
| Participation rate | 71.1% | 75.9%-4.8pp | 82.2%-11.1pp | 67.7%+3.4pp |
| Annual return | 14.61% | 135.16%-120.5pp | 420.54%-405.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $2,823 | $3,717-24.1% | $4,932-42.8% | $2,757+2.4% |
| Participant deferral / active EE | $7,246 | $6,652+8.9% | $8,065-10.2% | $4,300+68.5% |
| Admin fee / account holder | $3,415 | $7,953-57.1% | $12,993-73.7% | $6,925-50.7% |