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 | $91,565 | $105,198-13.0% | $159,455-42.6% | $85,856+6.6% |
| Participation rate | 83.8% | 75.8%+8.0pp | 82.8%+1.0pp | 69.3%+14.5pp |
| Annual return | 17.53% | 45.08%-27.5pp | 263.63%-246.1pp | 318.58%-301.1pp |
| Employer contribution / active EE | $3,851 | $3,319+16.0% | $4,830-20.3% | $2,565+50.1% |
| Participant deferral / active EE | $8,342 | $5,946+40.3% | $7,353+13.5% | $3,952+111.1% |
| Admin fee / account holder | $1,676 | $6,934-75.8% | $10,800-84.5% | $6,261-73.2% |