Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $91,695 | $132,099-30.6% | $115,599-20.7% | $138,895-34.0% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.3%+19.1pp | 79.9%+13.4pp |
| Annual return | 14.68% | 176.76%-162.1pp | 111.10%-96.4pp | 145.39%-130.7pp |
| Employer contribution / active EE | $7,902 | $3,416+131.3% | $2,955+167.4% | $4,194+88.4% |
| Participant deferral / active EE | $10,349 | $5,617+84.2% | $4,889+111.7% | $6,396+61.8% |
| Admin fee / account holder | $2,270 | $15,650-85.5% | $12,841-82.3% | $12,562-81.9% |