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 | $96,458 | $124,346-22.4% | $111,306-13.3% | $167,553-42.4% |
| Participation rate | 81.0% | 79.6%+1.3pp | 77.3%+3.6pp | 82.1%-1.2pp |
| Annual return | 47.09% | 37.46%+9.6pp | 54.67%-7.6pp | 478.89%-431.8pp |
| Employer contribution / active EE | $1,288 | $3,438-62.5% | $2,732-52.9% | $4,840-73.4% |
| Participant deferral / active EE | $2,230 | $5,182-57.0% | $4,488-50.3% | $6,343-64.8% |
| Admin fee / account holder | $2,161 | $10,623-79.7% | $7,966-72.9% | $12,316-82.5% |