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 | $90,302 | $80,983+11.5% | $96,544-6.5% | $75,177+20.1% |
| Participation rate | 93.1% | 71.8%+21.3pp | 76.0%+17.1pp | 67.2%+25.9pp |
| Annual return | 17.93% | 27.05%-9.1pp | 25.88%-8.0pp | 160.75%-142.8pp |
| Employer contribution / active EE | $2,250 | $2,282-1.4% | $2,966-24.2% | $2,671-15.8% |
| Participant deferral / active EE | $5,876 | $3,929+49.6% | $4,851+21.1% | $4,126+42.4% |
| Admin fee / account holder | $21,466 | $6,717+219.6% | $8,254+160.1% | $5,651+279.8% |