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 | $95,694 | $78,690+21.6% | $161,489-40.7% | $87,485+9.4% |
| Participation rate | 75.3% | 67.5%+7.8pp | 78.7%-3.4pp | 68.9%+6.3pp |
| Annual return | 18.79% | 32.74%-13.9pp | 89.72%-70.9pp | 26.06%-7.3pp |
| Employer contribution / active EE | $6,267 | $2,588+142.1% | $4,268+46.8% | $2,596+141.4% |
| Participant deferral / active EE | $4,261 | $3,311+28.7% | $5,630-24.3% | $4,274-0.3% |
| Admin fee / account holder | $51,924 | $6,724+672.3% | $16,006+224.4% | $7,775+567.9% |