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 | $96,822 | $88,672+9.2% | $105,223-8.0% | $82,448+17.4% |
| Participation rate | 78.1% | 67.9%+10.2pp | 75.0%+3.1pp | 68.1%+10.1pp |
| Annual return | 16.89% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,790 | $3,048-41.3% | $3,689-51.5% | $2,551-29.8% |
| Participant deferral / active EE | $4,413 | $4,036+9.3% | $5,072-13.0% | $4,139+6.6% |
| Admin fee / account holder | $2,979 | $7,146-58.3% | $8,859-66.4% | $7,234-58.8% |