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 | $90,732 | $117,829-23.0% | $102,423-11.4% | $145,877-37.8% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 14.68% | 31.83%-17.1pp | 29.42%-14.7pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,451 | $3,615-59.9% | $3,023-52.0% | $4,663-68.9% |
| Participant deferral / active EE | $10,384 | $5,732+81.2% | $5,054+105.5% | $6,691+55.2% |
| Admin fee / account holder | $31,390 | $13,335+135.4% | $9,455+232.0% | $13,402+134.2% |