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 | $89,089 | $80,992+10.0% | $96,534-7.7% | $75,173+18.5% |
| Participation rate | 89.7% | 71.8%+17.9pp | 76.0%+13.7pp | 67.2%+22.5pp |
| Annual return | 17.94% | 27.05%-9.1pp | 25.88%-7.9pp | 160.72%-142.8pp |
| Employer contribution / active EE | $5,099 | $2,283+123.4% | $2,965+72.0% | $2,671+90.9% |
| Participant deferral / active EE | $3,637 | $3,929-7.4% | $4,851-25.0% | $4,126-11.9% |
| Admin fee / account holder | $4,226 | $6,717-37.1% | $8,253-48.8% | $5,651-25.2% |