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 | $94,587 | $89,364+5.8% | $141,177-33.0% | $72,983+29.6% |
| Participation rate | 91.3% | 75.1%+16.2pp | 82.5%+8.8pp | 69.5%+21.8pp |
| Annual return | 29.36% | 111.86%-82.5pp | 71.40%-42.0pp | 81.01%-51.7pp |
| Employer contribution / active EE | $11,094 | $3,115+256.2% | $4,736+134.3% | $2,440+354.7% |
| Participant deferral / active EE | $9,115 | $5,419+68.2% | $6,710+35.8% | $3,608+152.7% |
| Admin fee / account holder | $3,393 | $5,959-43.1% | $10,263-66.9% | $5,124-33.8% |