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 | $90,084 | $77,908+15.6% | $149,696-39.8% | $75,173+19.8% |
| Participation rate | 84.4% | 65.6%+18.9pp | 78.8%+5.7pp | 67.2%+17.2pp |
| Annual return | 13.37% | 31.73%-18.4pp | 134.46%-121.1pp | 160.72%-147.3pp |
| Employer contribution / active EE | $1,932 | $3,138-38.4% | $4,821-59.9% | $2,671-27.7% |
| Participant deferral / active EE | $3,651 | $3,411+7.0% | $5,682-35.7% | $4,126-11.5% |
| Admin fee / account holder | $26,527 | $5,950+345.9% | $13,212+100.8% | $5,651+369.5% |