Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $132,188 | $102,422+29.1% | $147,117-10.1% | $80,959+63.3% |
| Participation rate | 94.1% | 75.9%+18.2pp | 82.2%+11.9pp | 67.7%+26.4pp |
| Annual return | 15.19% | 135.16%-120.0pp | 420.54%-405.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $2,961 | $3,717-20.4% | $4,932-40.0% | $2,757+7.4% |
| Participant deferral / active EE | $6,824 | $6,652+2.6% | $8,065-15.4% | $4,300+58.7% |
| Admin fee / account holder | $1,350 | $7,953-83.0% | $12,993-89.6% | $6,925-80.5% |