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 | $86,510 | $117,895-26.6% | $102,460-15.6% | $145,897-40.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 12.30% | 31.92%-19.6pp | 29.47%-17.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,419 | $3,619-33.1% | $3,025-20.0% | $4,663-48.1% |
| Participant deferral / active EE | $5,436 | $5,736-5.2% | $5,056+7.5% | $6,689-18.7% |
| Admin fee / account holder | $4,786 | $13,353-64.2% | $9,460-49.4% | $13,390-64.3% |