Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $113,337 | $105,210+7.7% | $159,487-28.9% | $85,851+32.0% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.8%+5.3pp | 69.3%+18.8pp |
| Annual return | 14.65% | 45.08%-30.4pp | 263.71%-249.1pp | 318.63%-304.0pp |
| Employer contribution / active EE | $2,308 | $3,319-30.5% | $4,831-52.2% | $2,565-10.0% |
| Participant deferral / active EE | $4,245 | $5,946-28.6% | $7,354-42.3% | $3,952+7.4% |
| Admin fee / account holder | $1,097 | $6,934-84.2% | $10,804-89.8% | $6,261-82.5% |