Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $95,163 | $102,429-7.1% | $147,096-35.3% | $80,925+17.6% |
| Participation rate | 97.4% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 12.93% | 135.02%-122.1pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $2,268 | $3,716-39.0% | $4,936-54.1% | $2,756-17.7% |
| Participant deferral / active EE | $4,842 | $6,649-27.2% | $8,071-40.0% | $4,299+12.6% |
| Admin fee / account holder | $2,115 | $7,957-73.4% | $13,005-83.7% | $6,940-69.5% |