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 | $87,606 | $104,924-16.5% | $84,623+3.5% | $152,885-42.7% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.5%-11.0pp |
| Annual return | 14.06% | 373.82%-359.8pp | 258.77%-244.7pp | 345.39%-331.3pp |
| Employer contribution / active EE | $2,401 | $3,302-27.3% | $2,652-9.5% | $4,763-49.6% |
| Participant deferral / active EE | $4,517 | $4,689-3.7% | $3,899+15.8% | $5,851-22.8% |
| Admin fee / account holder | $4,034 | $6,242-35.4% | $4,913-17.9% | $11,598-65.2% |