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 | $86,427 | $89,259-3.2% | $107,187-19.4% | $82,637+4.6% |
| Participation rate | 97.3% | 67.9%+29.4pp | 75.0%+22.3pp | 68.1%+29.2pp |
| Annual return | 14.94% | 21.02%-6.1pp | 204.55%-189.6pp | 53.51%-38.6pp |
| Employer contribution / active EE | $5,543 | $3,080+80.0% | $3,782+46.5% | $2,552+117.2% |
| Participant deferral / active EE | $2,505 | $4,037-37.9% | $5,096-50.8% | $4,126-39.3% |
| Admin fee / account holder | $2,504 | $7,381-66.1% | $9,162-72.7% | $7,339-65.9% |