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 | $81,574 | $93,589-12.8% | $135,942-40.0% | $75,181+8.5% |
| Participation rate | 91.4% | 75.2%+16.2pp | 81.9%+9.4pp | 67.2%+24.2pp |
| Annual return | 16.45% | 30.90%-14.5pp | 68.28%-51.8pp | 160.69%-144.2pp |
| Employer contribution / active EE | $2,184 | $3,537-38.3% | $4,858-55.0% | $2,671-18.2% |
| Participant deferral / active EE | $8,278 | $6,405+29.2% | $7,759+6.7% | $4,126+100.6% |
| Admin fee / account holder | $10,995 | $6,977+57.6% | $10,764+2.1% | $5,650+94.6% |