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 | $90,003 | $48,053+87.3% | $84,628+6.4% | $72,975+23.3% |
| Participation rate | 90.2% | 57.6%+32.6pp | 68.2%+22.0pp | 69.5%+20.7pp |
| Annual return | 22.98% | 37.39%-14.4pp | 258.80%-235.8pp | 81.01%-58.0pp |
| Employer contribution / active EE | $961 | $1,602-40.0% | $2,653-63.8% | $2,440-60.6% |
| Participant deferral / active EE | $6,726 | $2,681+150.9% | $3,900+72.5% | $3,608+86.4% |
| Admin fee / account holder | $2,214 | $3,395-34.8% | $4,914-55.0% | $5,124-56.8% |