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 | $90,205 | $98,240-8.2% | $82,312+9.6% | $147,586-38.9% |
| Participation rate | 94.1% | 79.7%+14.4pp | 76.9%+17.2pp | 82.8%+11.3pp |
| Annual return | 10.89% | 30.85%-20.0pp | 25.88%-15.0pp | 578.59%-567.7pp |
| Employer contribution / active EE | $898 | $3,192-71.9% | $2,428-63.0% | $4,876-81.6% |
| Participant deferral / active EE | $4,161 | $4,383-5.1% | $3,706+12.3% | $5,439-23.5% |
| Admin fee / account holder | $6,490 | $8,563-24.2% | $5,608+15.7% | $10,886-40.4% |