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 | $94,340 | $85,169+10.8% | $172,755-45.4% | $72,983+29.3% |
| Participation rate | 77.4% | 70.1%+7.3pp | 82.6%-5.3pp | 69.5%+7.9pp |
| Annual return | 22.03% | 27.32%-5.3pp | 802.94%-780.9pp | 81.01%-59.0pp |
| Employer contribution / active EE | $2,356 | $3,324-29.1% | $5,144-54.2% | $2,440-3.5% |
| Participant deferral / active EE | $2,779 | $3,260-14.7% | $5,198-46.5% | $3,608-23.0% |
| Admin fee / account holder | $1,745 | $5,880-70.3% | $13,955-87.5% | $5,124-65.9% |