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 | $94,830 | $89,370+6.1% | $141,197-32.8% | $72,976+29.9% |
| Participation rate | 90.2% | 75.1%+15.1pp | 82.5%+7.7pp | 69.5%+20.7pp |
| Annual return | 24.79% | 111.88%-87.1pp | 71.41%-46.6pp | 81.02%-56.2pp |
| Employer contribution / active EE | $3,672 | $3,115+17.9% | $4,736-22.5% | $2,440+50.5% |
| Participant deferral / active EE | $6,587 | $5,419+21.6% | $6,710-1.8% | $3,608+82.6% |
| Admin fee / account holder | $2,351 | $5,957-60.5% | $10,265-77.1% | $5,124-54.1% |