Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $91,876 | $85,766+7.1% | $136,298-32.6% | $70,126+31.0% |
| Participation rate | 97.8% | 74.2%+23.6pp | 81.9%+15.9pp | 69.5%+28.2pp |
| Annual return | 15.94% | 31.46%-15.5pp | 5156.27%-5140.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $5,995 | $2,966+102.1% | $4,696+27.7% | $2,343+155.9% |
| Participant deferral / active EE | $5,864 | $5,051+16.1% | $6,247-6.1% | $3,332+76.0% |
| Admin fee / account holder | $8,848 | $5,421+63.2% | $9,244-4.3% | $4,645+90.5% |