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 | $82,896 | $85,169-2.7% | $172,755-52.0% | $72,983+13.6% |
| Participation rate | 94.7% | 70.1%+24.7pp | 82.6%+12.1pp | 69.5%+25.2pp |
| Annual return | 21.37% | 27.32%-6.0pp | 802.94%-781.6pp | 81.01%-59.6pp |
| Employer contribution / active EE | $2,295 | $3,324-31.0% | $5,144-55.4% | $2,440-6.0% |
| Participant deferral / active EE | $4,512 | $3,260+38.4% | $5,198-13.2% | $3,608+25.1% |
| Admin fee / account holder | $2,698 | $5,880-54.1% | $13,955-80.7% | $5,124-47.3% |