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 | $87,216 | $77,816+12.1% | $123,549-29.4% | $64,181+35.9% |
| Participation rate | 86.4% | 74.7%+11.7pp | 82.3%+4.1pp | 69.6%+16.8pp |
| Annual return | 5.56% | 12.49%-6.9pp | 119.20%-113.6pp | 7.63%-2.1pp |
| Employer contribution / active EE | $2,500 | $3,014-17.1% | $4,628-46.0% | $2,381+5.0% |
| Participant deferral / active EE | $4,952 | $5,240-5.5% | $6,426-22.9% | $3,470+42.7% |
| Admin fee / account holder | $6,090 | $5,519+10.4% | $9,284-34.4% | $4,887+24.6% |