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 | $90,486 | $51,222+76.7% | $70,544+28.3% | $75,173+20.4% |
| Participation rate | 96.4% | 61.0%+35.4pp | 68.4%+28.0pp | 67.2%+29.2pp |
| Annual return | 18.82% | 30.06%-11.2pp | 32.79%-14.0pp | 160.72%-141.9pp |
| Employer contribution / active EE | $3,803 | $1,827+108.2% | $2,976+27.8% | $2,671+42.4% |
| Participant deferral / active EE | $7,694 | $2,850+169.9% | $4,568+68.4% | $4,126+86.5% |
| Admin fee / account holder | $4,453 | $4,096+8.7% | $6,427-30.7% | $5,651-21.2% |