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 | $89,195 | $80,748+10.5% | $102,383-12.9% | $74,429+19.8% |
| Participation rate | 89.5% | 65.7%+23.8pp | 74.5%+15.0pp | 67.2%+22.3pp |
| Annual return | 11.90% | 27.57%-15.7pp | 24.94%-13.0pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $4,717 | $3,159+49.3% | $3,870+21.9% | $2,625+79.7% |
| Participant deferral / active EE | $3,694 | $3,861-4.3% | $5,060-27.0% | $4,348-15.1% |
| Admin fee / account holder | $4,154 | $2,371+75.2% | $8,391-50.5% | $1,944+113.7% |