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 | $90,920 | $80,983+12.3% | $96,544-5.8% | $75,177+20.9% |
| Participation rate | 90.5% | 71.8%+18.7pp | 76.0%+14.5pp | 67.2%+23.3pp |
| Annual return | 16.31% | 27.05%-10.7pp | 25.88%-9.6pp | 160.75%-144.4pp |
| Employer contribution / active EE | $1,224 | $2,282-46.4% | $2,966-58.8% | $2,671-54.2% |
| Participant deferral / active EE | $3,416 | $3,929-13.0% | $4,851-29.6% | $4,126-17.2% |
| Admin fee / account holder | $11,661 | $6,717+73.6% | $8,254+41.3% | $5,651+106.3% |