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 | $139,364 | $77,164+80.6% | $178,014-21.7% | $80,874+72.3% |
| Participation rate | 85.3% | 65.7%+19.6pp | 77.1%+8.2pp | 67.6%+17.6pp |
| Annual return | 12.95% | 18.09%-5.1pp | 294.80%-281.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $1,583 | $2,288-30.8% | $3,950-59.9% | $2,756-42.5% |
| Participant deferral / active EE | $8,273 | $4,408+87.7% | $6,276+31.8% | $4,297+92.5% |
| Admin fee / account holder | $3,875 | $7,164-45.9% | $10,362-62.6% | $6,935-44.1% |