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 | $96,470 | $106,280-9.2% | $96,538-0.1% | $139,487-30.8% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 16.37% | 38.48%-22.1pp | 35.74%-19.4pp | 373.84%-357.5pp |
| Employer contribution / active EE | $4,224 | $4,107+2.8% | $3,740+12.9% | $4,755-11.2% |
| Participant deferral / active EE | $10,695 | $5,457+96.0% | $4,880+119.1% | $6,713+59.3% |
| Admin fee / account holder | $20,964 | $7,888+165.8% | $6,737+211.2% | $11,407+83.8% |