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 | $95,840 | $85,766+11.7% | $136,297-29.7% | $70,124+36.7% |
| Participation rate | 92.9% | 74.2%+18.7pp | 81.9%+10.9pp | 69.5%+23.3pp |
| Annual return | 15.28% | 31.45%-16.2pp | 5156.19%-5140.9pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,982 | $2,966-33.2% | $4,696-57.8% | $2,342-15.4% |
| Participant deferral / active EE | $5,236 | $5,051+3.7% | $6,247-16.2% | $3,332+57.2% |
| Admin fee / account holder | $2,737 | $5,420-49.5% | $9,244-70.4% | $4,645-41.1% |