Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $90,087 | $154,228-41.6% | $145,433-38.1% | $137,256-34.4% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 15.73% | 74.59%-58.9pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $9,768 | $4,804+103.3% | $4,554+114.5% | $4,156+135.0% |
| Participant deferral / active EE | $10,326 | $8,216+25.7% | $7,897+30.8% | $6,407+61.2% |
| Admin fee / account holder | $537 | $14,344-96.3% | $13,129-95.9% | $12,270-95.6% |