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 | $91,533 | $77,638+17.9% | $156,551-41.5% | $62,881+45.6% |
| Participation rate | 80.8% | 71.2%+9.6pp | 84.0%-3.2pp | 69.3%+11.5pp |
| Annual return | 5.52% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,363 | $3,444-60.4% | $5,501-75.2% | $2,281-40.2% |
| Participant deferral / active EE | $5,626 | $3,046+84.7% | $4,871+15.5% | $3,203+75.7% |
| Admin fee / account holder | $20,999 | $5,561+277.6% | $13,028+61.2% | $4,296+388.8% |