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 | $91,237 | $162,781-44.0% | $133,956-31.9% | $158,931-42.6% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 12.73% | 41.94%-29.2pp | 45.09%-32.4pp | 302.86%-290.1pp |
| Employer contribution / active EE | $1,277 | $4,975-74.3% | $3,919-67.4% | $4,761-73.2% |
| Participant deferral / active EE | $3,555 | $5,911-39.9% | $5,048-29.6% | $5,982-40.6% |
| Admin fee / account holder | $3,123 | $11,736-73.4% | $8,927-65.0% | $11,247-72.2% |