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 | $89,572 | $93,345-4.0% | $119,126-24.8% | $87,485+2.4% |
| Participation rate | 84.0% | 68.7%+15.3pp | 75.8%+8.2pp | 68.9%+15.1pp |
| Annual return | 18.58% | 19.08%-0.5pp | 282.11%-263.5pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,200 | $3,172-62.2% | $4,034-70.3% | $2,596-53.8% |
| Participant deferral / active EE | $6,580 | $4,099+60.5% | $5,318+23.7% | $4,274+54.0% |
| Admin fee / account holder | $5,452 | $8,039-32.2% | $10,693-49.0% | $7,775-29.9% |