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 | $94,542 | $177,353-46.7% | $158,226-40.2% | $198,609-52.4% |
| Participation rate | 94.1% | 77.0%+17.1pp | 74.8%+19.3pp | 82.4%+11.7pp |
| Annual return | 16.84% | 599.50%-582.7pp | 501.41%-484.6pp | 202.70%-185.9pp |
| Employer contribution / active EE | $3,395 | $3,239+4.8% | $2,986+13.7% | $5,055-32.8% |
| Participant deferral / active EE | $8,174 | $4,615+77.1% | $4,317+89.3% | $6,977+17.2% |
| Admin fee / account holder | $3,486 | $10,960-68.2% | $10,217-65.9% | $19,030-81.7% |