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 | $91,395 | $98,766-7.5% | $149,730-39.0% | $79,852+14.5% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.5%+1.7pp | 69.6%+14.6pp |
| Annual return | 12.57% | 27.43%-14.9pp | 276.70%-264.1pp | 31.72%-19.2pp |
| Employer contribution / active EE | $4,703 | $3,217+46.2% | $4,645+1.2% | $2,471+90.3% |
| Participant deferral / active EE | $9,482 | $5,681+66.9% | $6,843+38.6% | $3,740+153.5% |
| Admin fee / account holder | $14,474 | $6,052+139.2% | $9,310+55.5% | $5,306+172.8% |