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 | $90,713 | $89,367+1.5% | $141,191-35.8% | $72,975+24.3% |
| Participation rate | 78.7% | 75.1%+3.6pp | 82.5%-3.8pp | 69.5%+9.2pp |
| Annual return | 23.45% | 111.87%-88.4pp | 71.41%-48.0pp | 81.01%-57.6pp |
| Employer contribution / active EE | $3,320 | $3,115+6.6% | $4,736-29.9% | $2,440+36.1% |
| Participant deferral / active EE | $3,380 | $5,419-37.6% | $6,710-49.6% | $3,608-6.3% |
| Admin fee / account holder | $3,057 | $5,957-48.7% | $10,264-70.2% | $5,124-40.3% |