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 | $84,273 | $87,059-3.2% | $105,608-20.2% | $80,925+4.1% |
| Participation rate | 88.9% | 70.4%+18.4pp | 75.3%+13.6pp | 67.7%+21.2pp |
| Annual return | 11.43% | 17.05%-5.6pp | 116.50%-105.1pp | 35.65%-24.2pp |
| Employer contribution / active EE | $5,457 | $2,396+127.7% | $3,167+72.3% | $2,756+98.0% |
| Participant deferral / active EE | $7,943 | $3,986+99.3% | $5,010+58.6% | $4,299+84.8% |
| Admin fee / account holder | $71,897 | $8,443+751.6% | $11,028+551.9% | $6,940+936.0% |