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 | $90,129 | $157,296-42.7% | $141,191-36.2% | $152,897-41.1% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.5%+4.5pp |
| Annual return | 20.59% | 64.34%-43.8pp | 71.41%-50.8pp | 345.43%-324.8pp |
| Employer contribution / active EE | $1,730 | $5,262-67.1% | $4,736-63.5% | $4,764-63.7% |
| Participant deferral / active EE | $9,641 | $7,111+35.6% | $6,710+43.7% | $5,851+64.8% |
| Admin fee / account holder | $2,519 | $12,125-79.2% | $10,264-75.5% | $11,599-78.3% |