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 | $96,178 | $99,652-3.5% | $78,778+22.1% | $147,586-34.8% |
| Participation rate | 92.3% | 76.2%+16.1pp | 69.2%+23.1pp | 82.8%+9.5pp |
| Annual return | 18.47% | 47.28%-28.8pp | 35.62%-17.2pp | 578.59%-560.1pp |
| Employer contribution / active EE | $1,457 | $2,796-47.9% | $1,986-26.6% | $4,876-70.1% |
| Participant deferral / active EE | $8,990 | $3,664+145.4% | $2,958+203.9% | $5,439+65.3% |
| Admin fee / account holder | $1,869 | $7,155-73.9% | $5,134-63.6% | $10,886-82.8% |