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 | $115,023 | $58,241+97.5% | $81,780+40.6% | $80,911+42.2% |
| Participation rate | 97.1% | 63.4%+33.7pp | 72.4%+24.8pp | 67.6%+29.5pp |
| Annual return | 11.80% | 41.73%-29.9pp | 776.27%-764.5pp | 35.63%-23.8pp |
| Employer contribution / active EE | $5,941 | $2,343+153.5% | $2,914+103.9% | $2,756+115.6% |
| Participant deferral / active EE | $1,831 | $3,283-44.2% | $4,321-57.6% | $4,297-57.4% |
| Admin fee / account holder | $23,085 | $4,973+364.2% | $7,384+212.6% | $6,935+232.9% |