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 | $104,104 | $102,429+1.6% | $147,096-29.2% | $80,925+28.6% |
| Participation rate | 85.7% | 75.9%+9.9pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 13.31% | 135.02%-121.7pp | 419.75%-406.4pp | 35.65%-22.3pp |
| Employer contribution / active EE | $3,385 | $3,716-8.9% | $4,936-31.4% | $2,756+22.8% |
| Participant deferral / active EE | $7,047 | $6,649+6.0% | $8,071-12.7% | $4,299+63.9% |
| Admin fee / account holder | $7,029 | $7,957-11.7% | $13,005-46.0% | $6,940+1.3% |