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 | $98,057 | $61,125+60.4% | $94,057+4.3% | $87,485+12.1% |
| Participation rate | 90.2% | 64.1%+26.2pp | 73.3%+16.9pp | 68.9%+21.3pp |
| Annual return | 14.56% | 35.20%-20.6pp | 480.62%-466.1pp | 26.06%-11.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,147 | $3,260+149.9% | $4,709+73.0% | $4,274+90.6% |
| Admin fee / account holder | $9,059 | $5,629+60.9% | $7,244+25.0% | $7,775+16.5% |