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 | $87,353 | $98,776-11.6% | $149,745-41.7% | $79,856+9.4% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.5%+12.5pp | 69.6%+25.4pp |
| Annual return | 13.82% | 27.38%-13.6pp | 276.72%-262.9pp | 31.71%-17.9pp |
| Employer contribution / active EE | $3,444 | $3,217+7.0% | $4,646-25.9% | $2,471+39.4% |
| Participant deferral / active EE | $4,177 | $5,681-26.5% | $6,843-39.0% | $3,741+11.7% |
| Admin fee / account holder | $7,752 | $6,053+28.1% | $9,312-16.8% | $5,306+46.1% |