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 | $91,069 | $91,536-0.5% | $130,062-30.0% | $75,177+21.1% |
| Participation rate | 94.2% | 71.5%+22.8pp | 78.5%+15.7pp | 67.2%+27.0pp |
| Annual return | 20.54% | -631.62%+652.2pp | -137.37%+157.9pp | 160.75%-140.2pp |
| Employer contribution / active EE | $4,413 | $2,845+55.1% | $4,322+2.1% | $2,671+65.2% |
| Participant deferral / active EE | $7,674 | $4,343+76.7% | $5,821+31.8% | $4,126+86.0% |
| Admin fee / account holder | $768 | $6,780-88.7% | $10,601-92.8% | $5,651-86.4% |