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 | $88,672+1.0% | $105,223-14.9% | $82,448+8.6% |
| Participation rate | 84.0% | 67.9%+16.1pp | 75.0%+9.0pp | 68.1%+15.9pp |
| Annual return | 18.58% | 30.86%-12.3pp | 180.65%-162.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,200 | $3,048-60.6% | $3,689-67.5% | $2,551-53.0% |
| Participant deferral / active EE | $6,580 | $4,036+63.0% | $5,072+29.7% | $4,139+59.0% |
| Admin fee / account holder | $5,452 | $7,146-23.7% | $8,859-38.5% | $7,234-24.6% |