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 | $98,898 | $98,776+0.1% | $149,745-34.0% | $79,856+23.8% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.5%+1.6pp | 69.6%+14.5pp |
| Annual return | 19.84% | 27.38%-7.5pp | 276.72%-256.9pp | 31.71%-11.9pp |
| Employer contribution / active EE | $4,283 | $3,217+33.1% | $4,646-7.8% | $2,471+73.3% |
| Participant deferral / active EE | $8,391 | $5,681+47.7% | $6,843+22.6% | $3,741+124.3% |
| Admin fee / account holder | $7,278 | $6,053+20.2% | $9,312-21.8% | $5,306+37.1% |