Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $92,589 | $62,549+48.0% | $85,705+8.0% | $85,851+7.8% |
| Participation rate | 94.1% | 61.1%+33.0pp | 69.9%+24.3pp | 69.3%+24.8pp |
| Annual return | 14.84% | 23.77%-8.9pp | 21.49%-6.6pp | 318.63%-303.8pp |
| Employer contribution / active EE | $7,159 | $1,755+307.8% | $2,619+173.4% | $2,565+179.0% |
| Participant deferral / active EE | $5,598 | $2,802+99.8% | $3,924+42.7% | $3,952+41.6% |
| Admin fee / account holder | $1,355 | $4,644-70.8% | $6,877-80.3% | $6,261-78.4% |