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 | $91,435 | $84,236+8.5% | $170,439-46.4% | $70,124+30.4% |
| Participation rate | 70.6% | 70.8%-0.2pp | 83.6%-13.0pp | 69.5%+1.0pp |
| Annual return | 18.68% | 23.06%-4.4pp | 205.94%-187.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,205 | $3,387-64.4% | $5,433-77.8% | $2,342-48.6% |
| Participant deferral / active EE | $3,735 | $3,086+21.0% | $4,939-24.4% | $3,332+12.1% |
| Admin fee / account holder | $8,425 | $5,698+47.9% | $13,881-39.3% | $4,645+81.4% |