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 | $93,178 | $85,766+8.6% | $136,297-31.6% | $70,124+32.9% |
| Participation rate | 93.2% | 74.2%+19.0pp | 81.9%+11.3pp | 69.5%+23.6pp |
| Annual return | 21.06% | 31.45%-10.4pp | 5156.19%-5135.1pp | 73.14%-52.1pp |
| Employer contribution / active EE | $1,071 | $2,966-63.9% | $4,696-77.2% | $2,342-54.3% |
| Participant deferral / active EE | $8,509 | $5,051+68.4% | $6,247+36.2% | $3,332+155.4% |
| Admin fee / account holder | $5,628 | $5,420+3.8% | $9,244-39.1% | $4,645+21.1% |