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 | $88,106 | $89,367-1.4% | $141,191-37.6% | $72,975+20.7% |
| Participation rate | 90.3% | 75.1%+15.2pp | 82.5%+7.8pp | 69.5%+20.8pp |
| Annual return | 20.15% | 111.87%-91.7pp | 71.41%-51.3pp | 81.01%-60.9pp |
| Employer contribution / active EE | $3,164 | $3,115+1.6% | $4,736-33.2% | $2,440+29.7% |
| Participant deferral / active EE | $8,585 | $5,419+58.4% | $6,710+27.9% | $3,608+138.0% |
| Admin fee / account holder | $10,380 | $5,957+74.3% | $10,264+1.1% | $5,124+102.6% |