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 | $92,157 | $112,935-18.4% | $90,970+1.3% | $158,966-42.0% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 23.35% | 215.79%-192.4pp | 134.58%-111.2pp | 302.95%-279.6pp |
| Employer contribution / active EE | $1,528 | $2,895-47.2% | $2,122-28.0% | $4,762-67.9% |
| Participant deferral / active EE | $8,856 | $4,129+114.5% | $3,373+162.5% | $5,983+48.0% |
| Admin fee / account holder | $1,327 | $8,045-83.5% | $5,960-77.7% | $11,250-88.2% |