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 | $94,221 | $79,045+19.2% | $100,378-6.1% | $74,429+26.6% |
| Participation rate | 90.1% | 79.4%+10.7pp | 81.5%+8.6pp | 67.2%+22.9pp |
| Annual return | 15.76% | 20.61%-4.9pp | 49.41%-33.6pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $4,041 | $3,015+34.0% | $3,942+2.5% | $2,625+53.9% |
| Participant deferral / active EE | $11,319 | $7,751+46.0% | $8,087+40.0% | $4,348+160.3% |
| Admin fee / account holder | $5,991 | $1,335+348.8% | $7,899-24.2% | $1,944+208.1% |