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 | $83,050 | $95,415-13.0% | $185,851-55.3% | $85,851-3.3% |
| Participation rate | 94.2% | 68.8%+25.4pp | 81.7%+12.5pp | 69.3%+24.9pp |
| Annual return | 14.03% | 23.59%-9.6pp | 122.11%-108.1pp | 318.63%-304.6pp |
| Employer contribution / active EE | $4,825 | $3,314+45.6% | $5,168-6.6% | $2,565+88.1% |
| Participant deferral / active EE | $1,871 | $3,424-45.4% | $5,569-66.4% | $3,952-52.7% |
| Admin fee / account holder | $25,257 | $7,215+250.1% | $16,245+55.5% | $6,261+303.4% |