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 | $87,942 | $52,279+68.2% | $89,414-1.6% | $79,852+10.1% |
| Participation rate | 87.8% | 57.5%+30.3pp | 68.0%+19.9pp | 69.6%+18.2pp |
| Annual return | 15.13% | 22.16%-7.0pp | 245.50%-230.4pp | 31.72%-16.6pp |
| Employer contribution / active EE | $1,974 | $1,572+25.6% | $2,586-23.7% | $2,471-20.1% |
| Participant deferral / active EE | $6,465 | $2,740+135.9% | $3,890+66.2% | $3,740+72.9% |
| Admin fee / account holder | $3,339 | $3,356-0.5% | $4,883-31.6% | $5,306-37.1% |