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 | $91,985 | $76,407+20.4% | $150,298-38.8% | $82,448+11.6% |
| Participation rate | 95.2% | 66.4%+28.8pp | 77.8%+17.5pp | 68.1%+27.2pp |
| Annual return | 19.00% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,420 | $2,614-7.4% | $4,154-41.7% | $2,551-5.1% |
| Participant deferral / active EE | $6,174 | $3,214+92.1% | $5,453+13.2% | $4,139+49.2% |
| Admin fee / account holder | $3,129 | $6,352-50.7% | $14,116-77.8% | $7,234-56.7% |