Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $94,112 | $123,793-24.0% | $177,840-47.1% | $79,852+17.9% |
| Participation rate | 96.2% | 84.7%+11.6pp | 87.7%+8.5pp | 69.6%+26.6pp |
| Annual return | 25.34% | 22.82%+2.5pp | 48.32%-23.0pp | 31.72%-6.4pp |
| Employer contribution / active EE | $1,914 | $4,095-53.3% | $5,919-67.7% | $2,471-22.5% |
| Participant deferral / active EE | $10,456 | $5,956+75.6% | $7,714+35.6% | $3,740+179.6% |
| Admin fee / account holder | $41,573 | $7,243+474.0% | $12,431+234.4% | $5,306+683.5% |