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 | $91,253 | $106,247-14.1% | $96,515-5.5% | $139,466-34.6% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.3%+20.4pp | 80.3%+14.4pp |
| Annual return | 11.23% | 38.47%-27.2pp | 35.73%-24.5pp | 373.66%-362.4pp |
| Employer contribution / active EE | $2,026 | $4,106-50.6% | $3,740-45.8% | $4,754-57.4% |
| Participant deferral / active EE | $6,892 | $5,456+26.3% | $4,880+41.2% | $6,712+2.7% |
| Admin fee / account holder | $22,424 | $7,885+184.4% | $6,735+232.9% | $11,409+96.6% |