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 | $102,997 | $98,766+4.3% | $149,730-31.2% | $79,852+29.0% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.5%+12.8pp | 69.6%+25.6pp |
| Annual return | 14.31% | 27.43%-13.1pp | 276.70%-262.4pp | 31.72%-17.4pp |
| Employer contribution / active EE | $5,413 | $3,217+68.3% | $4,645+16.5% | $2,471+119.0% |
| Participant deferral / active EE | $12,475 | $5,681+119.6% | $6,843+82.3% | $3,740+233.5% |
| Admin fee / account holder | $11,517 | $6,052+90.3% | $9,310+23.7% | $5,306+117.0% |