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 | $132,860 | $118,877+11.8% | $96,570+37.6% | $167,536-20.7% |
| Participation rate | 72.7% | 75.5%-2.8pp | 69.8%+2.9pp | 82.1%-9.4pp |
| Annual return | 18.10% | 50.50%-32.4pp | 37.79%-19.7pp | 478.82%-460.7pp |
| Employer contribution / active EE | $2,364 | $3,121-24.2% | $2,357+0.3% | $4,839-51.1% |
| Participant deferral / active EE | $7,290 | $4,617+57.9% | $3,849+89.4% | $6,342+14.9% |
| Admin fee / account holder | $15,955 | $8,069+97.7% | $6,182+158.1% | $12,315+29.6% |