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 | $99,996 | $107,733-7.2% | $92,985+7.5% | $154,746-35.4% |
| Participation rate | 94.7% | 74.6%+20.2pp | 69.5%+25.2pp | 80.7%+14.0pp |
| Annual return | 11.13% | 30.39%-19.3pp | 27.99%-16.9pp | 172.34%-161.2pp |
| Employer contribution / active EE | $2,720 | $3,126-13.0% | $2,662+2.2% | $4,379-37.9% |
| Participant deferral / active EE | $4,911 | $5,053-2.8% | $4,377+12.2% | $6,730-27.0% |
| Admin fee / account holder | $90,040 | $11,369+692.0% | $9,463+851.5% | $14,365+526.8% |