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 | $84,851 | $102,422-17.2% | $147,117-42.3% | $80,959+4.8% |
| Participation rate | 90.3% | 75.9%+14.4pp | 82.2%+8.1pp | 67.7%+22.7pp |
| Annual return | 13.27% | 135.16%-121.9pp | 420.54%-407.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $3,142 | $3,717-15.5% | $4,932-36.3% | $2,757+13.9% |
| Participant deferral / active EE | $4,323 | $6,652-35.0% | $8,065-46.4% | $4,300+0.5% |
| Admin fee / account holder | $2,105 | $7,953-73.5% | $12,993-83.8% | $6,925-69.6% |