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 | $97,210 | $94,031+3.4% | $115,768-16.0% | $82,448+17.9% |
| Participation rate | 73.4% | 70.4%+3.0pp | 74.4%-1.0pp | 68.1%+5.4pp |
| Annual return | 12.59% | 20.61%-8.0pp | 100.46%-87.9pp | 41.64%-29.1pp |
| Employer contribution / active EE | $3,536 | $2,323+52.2% | $2,940+20.3% | $2,551+38.6% |
| Participant deferral / active EE | $5,782 | $3,972+45.6% | $4,917+17.6% | $4,139+39.7% |
| Admin fee / account holder | $9,122 | $10,249-11.0% | $12,439-26.7% | $7,234+26.1% |