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 | $95,267 | $71,192+33.8% | $117,861-19.2% | $62,293+52.9% |
| Participation rate | 95.0% | 74.2%+20.8pp | 79.7%+15.3pp | 69.5%+25.5pp |
| Annual return | 19.95% | 18.66%+1.3pp | 335.11%-315.2pp | 28.90%-8.9pp |
| Employer contribution / active EE | $2,078 | $1,934+7.5% | $3,786-45.1% | $2,042+1.7% |
| Participant deferral / active EE | $7,902 | $3,189+147.8% | $4,482+76.3% | $3,169+149.3% |
| Admin fee / account holder | $1,080 | $587+83.9% | $8,021-86.5% | $479+125.3% |