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 | $83,271 | $93,589-11.0% | $135,942-38.7% | $75,181+10.8% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 18.23% | 30.90%-12.7pp | 68.28%-50.0pp | 160.69%-142.5pp |
| Employer contribution / active EE | $4,778 | $3,537+35.1% | $4,858-1.6% | $2,671+78.9% |
| Participant deferral / active EE | $5,228 | $6,405-18.4% | $7,759-32.6% | $4,126+26.7% |
| Admin fee / account holder | $2,571 | $6,977-63.1% | $10,764-76.1% | $5,650-54.5% |