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 | $95,365 | $98,766-3.4% | $149,730-36.3% | $79,852+19.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 17.58% | 27.43%-9.9pp | 276.70%-259.1pp | 31.72%-14.1pp |
| Employer contribution / active EE | $924 | $3,217-71.3% | $4,645-80.1% | $2,471-62.6% |
| Participant deferral / active EE | $6,907 | $5,681+21.6% | $6,843+0.9% | $3,740+84.7% |
| Admin fee / account holder | $3,163 | $6,052-47.7% | $9,310-66.0% | $5,306-40.4% |