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 | $79,909 | $89,367-10.6% | $141,191-43.4% | $72,975+9.5% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 23.27% | 111.87%-88.6pp | 71.41%-48.1pp | 81.01%-57.7pp |
| Employer contribution / active EE | $2,759 | $3,115-11.4% | $4,736-41.7% | $2,440+13.1% |
| Participant deferral / active EE | $6,434 | $5,419+18.7% | $6,710-4.1% | $3,608+78.3% |
| Admin fee / account holder | $19,774 | $5,957+232.0% | $10,264+92.7% | $5,124+285.9% |