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 | $91,720 | $95,415-3.9% | $185,851-50.6% | $85,851+6.8% |
| Participation rate | 80.0% | 68.8%+11.2pp | 81.7%-1.7pp | 69.3%+10.7pp |
| Annual return | 13.89% | 23.59%-9.7pp | 122.11%-108.2pp | 318.63%-304.7pp |
| Employer contribution / active EE | $2,843 | $3,314-14.2% | $5,168-45.0% | $2,565+10.8% |
| Participant deferral / active EE | $3,712 | $3,424+8.4% | $5,569-33.3% | $3,952-6.1% |
| Admin fee / account holder | $21,299 | $7,215+195.2% | $16,245+31.1% | $6,261+240.2% |