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 | $75,891 | $85,766-11.5% | $136,298-44.3% | $70,126+8.2% |
| Participation rate | 96.2% | 74.2%+22.0pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 15.98% | 31.46%-15.5pp | 5156.27%-5140.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $5,400 | $2,966+82.1% | $4,696+15.0% | $2,343+130.5% |
| Participant deferral / active EE | $6,782 | $5,051+34.3% | $6,247+8.6% | $3,332+103.6% |
| Admin fee / account holder | $13,182 | $5,421+143.2% | $9,244+42.6% | $4,645+183.8% |