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 | $92,359 | $89,364+3.4% | $141,177-34.6% | $72,983+26.5% |
| Participation rate | 91.4% | 75.1%+16.3pp | 82.5%+9.0pp | 69.5%+21.9pp |
| Annual return | 20.12% | 111.86%-91.7pp | 71.40%-51.3pp | 81.01%-60.9pp |
| Employer contribution / active EE | $3,606 | $3,115+15.8% | $4,736-23.9% | $2,440+47.8% |
| Participant deferral / active EE | $9,831 | $5,419+81.4% | $6,710+46.5% | $3,608+172.5% |
| Admin fee / account holder | $17,128 | $5,959+187.4% | $10,263+66.9% | $5,124+234.3% |