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 | $80,809 | $85,171-5.1% | $172,753-53.2% | $72,976+10.7% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.6%+6.2pp | 69.5%+19.4pp |
| Annual return | 24.18% | 27.32%-3.1pp | 803.00%-778.8pp | 81.02%-56.8pp |
| Employer contribution / active EE | $2,175 | $3,324-34.6% | $5,144-57.7% | $2,440-10.9% |
| Participant deferral / active EE | $5,193 | $3,260+59.3% | $5,198-0.1% | $3,608+43.9% |
| Admin fee / account holder | $4,326 | $5,880-26.4% | $13,956-69.0% | $5,124-15.6% |