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 | $85,639 | $89,364-4.2% | $141,177-39.3% | $72,983+17.3% |
| Participation rate | 82.7% | 75.1%+7.6pp | 82.5%+0.2pp | 69.5%+13.2pp |
| Annual return | 33.50% | 111.86%-78.4pp | 71.40%-37.9pp | 81.01%-47.5pp |
| Employer contribution / active EE | $10,848 | $3,115+248.3% | $4,736+129.1% | $2,440+344.6% |
| Participant deferral / active EE | $9,362 | $5,419+72.8% | $6,710+39.5% | $3,608+159.5% |
| Admin fee / account holder | $1,362 | $5,959-77.1% | $10,263-86.7% | $5,124-73.4% |