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 | $93,146 | $106,280-12.4% | $96,538-3.5% | $139,487-33.2% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 16.77% | 38.48%-21.7pp | 35.74%-19.0pp | 373.84%-357.1pp |
| Employer contribution / active EE | $3,536 | $4,107-13.9% | $3,740-5.5% | $4,755-25.6% |
| Participant deferral / active EE | $6,761 | $5,457+23.9% | $4,880+38.5% | $6,713+0.7% |
| Admin fee / account holder | $31,745 | $7,888+302.4% | $6,737+371.2% | $11,407+178.3% |