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 | $92,161 | $67,411+36.7% | $91,004+1.3% | $70,126+31.4% |
| Participation rate | 89.9% | 71.4%+18.5pp | 75.6%+14.3pp | 69.5%+20.3pp |
| Annual return | 23.93% | -40.16%+64.1pp | 4.60%+19.3pp | 73.15%-49.2pp |
| Employer contribution / active EE | $2,230 | $1,786+24.9% | $2,456-9.2% | $2,343-4.8% |
| Participant deferral / active EE | $3,998 | $2,823+41.6% | $3,548+12.7% | $3,332+20.0% |
| Admin fee / account holder | $2,770 | $4,236-34.6% | $5,417-48.9% | $4,645-40.4% |