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 | $92,055 | $85,171+8.1% | $172,753-46.7% | $72,976+26.1% |
| Participation rate | 97.8% | 70.1%+27.7pp | 82.6%+15.1pp | 69.5%+28.3pp |
| Annual return | 18.44% | 27.32%-8.9pp | 803.00%-784.6pp | 81.02%-62.6pp |
| Employer contribution / active EE | $3,729 | $3,324+12.2% | $5,144-27.5% | $2,440+52.8% |
| Participant deferral / active EE | $4,924 | $3,260+51.0% | $5,198-5.3% | $3,608+36.5% |
| Admin fee / account holder | $2,623 | $5,880-55.4% | $13,956-81.2% | $5,124-48.8% |