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 | $105,775 | $83,337+26.9% | $67,834+55.9% | $273,972-61.4% |
| Participation rate | 85.7% | 76.4%+9.3pp | 68.8%+16.9pp | 83.0%+2.7pp |
| Annual return | 3.49% | 259.45%-256.0pp | 138.47%-135.0pp | 41.46%-38.0pp |
| Employer contribution / active EE | $5,140 | $3,287+56.4% | $2,403+113.8% | $4,869+5.6% |
| Participant deferral / active EE | $7,239 | $4,088+77.1% | $3,160+129.1% | $5,287+36.9% |
| Admin fee / account holder | $1,170 | $6,752-82.7% | $4,622-74.7% | $10,133-88.5% |