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 | $89,719 | $84,236+6.5% | $170,435-47.4% | $70,126+27.9% |
| Participation rate | 88.7% | 70.8%+17.9pp | 83.6%+5.1pp | 69.5%+19.2pp |
| Annual return | 12.32% | 23.06%-10.7pp | 205.94%-193.6pp | 73.15%-60.8pp |
| Employer contribution / active EE | $6,010 | $3,387+77.4% | $5,432+10.6% | $2,343+156.6% |
| Participant deferral / active EE | $4,125 | $3,086+33.7% | $4,939-16.5% | $3,332+23.8% |
| Admin fee / account holder | $8,614 | $5,698+51.2% | $13,881-37.9% | $4,645+85.4% |