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 | $95,677 | $106,267-10.0% | $96,520-0.9% | $139,456-31.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 34.24% | 38.45%-4.2pp | 35.72%-1.5pp | 373.45%-339.2pp |
| Employer contribution / active EE | $3,895 | $4,105-5.1% | $3,739+4.2% | $4,753-18.1% |
| Participant deferral / active EE | $8,209 | $5,454+50.5% | $4,879+68.3% | $6,711+22.3% |
| Admin fee / account holder | $1,852 | $7,882-76.5% | $6,733-72.5% | $11,407-83.8% |