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 | $98,854 | $96,731+2.2% | $123,973-20.3% | $86,983+13.6% |
| Participation rate | 77.9% | 70.0%+7.9pp | 76.7%+1.3pp | 69.5%+8.4pp |
| Annual return | 16.99% | 17.33%-0.3pp | 388.13%-371.1pp | 25.83%-8.8pp |
| Employer contribution / active EE | $1,751 | $3,297-46.9% | $4,126-57.6% | $2,584-32.3% |
| Participant deferral / active EE | $4,878 | $4,152+17.5% | $5,247-7.0% | $4,194+16.3% |
| Admin fee / account holder | $672 | $8,722-92.3% | $11,799-94.3% | $7,856-91.4% |