Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $95,086 | $157,296-39.5% | $141,191-32.7% | $152,897-37.8% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 27.57% | 64.34%-36.8pp | 71.41%-43.8pp | 345.43%-317.9pp |
| Employer contribution / active EE | $1,078 | $5,262-79.5% | $4,736-77.2% | $4,764-77.4% |
| Participant deferral / active EE | $9,871 | $7,111+38.8% | $6,710+47.1% | $5,851+68.7% |
| Admin fee / account holder | $2,373 | $12,125-80.4% | $10,264-76.9% | $11,599-79.5% |