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 | $82,018 | $94,031-12.8% | $115,768-29.2% | $82,448-0.5% |
| Participation rate | 78.9% | 70.4%+8.5pp | 74.4%+4.6pp | 68.1%+10.9pp |
| Annual return | 18.30% | 20.61%-2.3pp | 100.46%-82.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $4,244 | $2,323+82.7% | $2,940+44.4% | $2,551+66.4% |
| Participant deferral / active EE | $2,322 | $3,972-41.5% | $4,917-52.8% | $4,139-43.9% |
| Admin fee / account holder | $1,461 | $10,249-85.7% | $12,439-88.3% | $7,234-79.8% |