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 | $101,474 | $84,236+20.5% | $170,435-40.5% | $70,126+44.7% |
| Participation rate | 96.9% | 70.8%+26.0pp | 83.6%+13.3pp | 69.5%+27.3pp |
| Annual return | 16.19% | 23.06%-6.9pp | 205.94%-189.7pp | 73.15%-57.0pp |
| Employer contribution / active EE | $2,968 | $3,387-12.4% | $5,432-45.4% | $2,343+26.7% |
| Participant deferral / active EE | $5,600 | $3,086+81.5% | $4,939+13.4% | $3,332+68.1% |
| Admin fee / account holder | $1,403 | $5,698-75.4% | $13,881-89.9% | $4,645-69.8% |