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 | $82,864 | $98,776-16.1% | $149,745-44.7% | $79,856+3.8% |
| Participation rate | 90.1% | 75.8%+14.3pp | 82.5%+7.6pp | 69.6%+20.5pp |
| Annual return | 15.87% | 27.38%-11.5pp | 276.72%-260.9pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,423 | $3,217-24.7% | $4,646-47.8% | $2,471-2.0% |
| Participant deferral / active EE | $4,474 | $5,681-21.2% | $6,843-34.6% | $3,741+19.6% |
| Admin fee / account holder | $14,047 | $6,053+132.1% | $9,312+50.9% | $5,306+164.7% |