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 | $93,019 | $84,236+10.4% | $170,435-45.4% | $70,126+32.6% |
| Participation rate | 96.4% | 70.8%+25.6pp | 83.6%+12.8pp | 69.5%+26.9pp |
| Annual return | 16.20% | 23.06%-6.9pp | 205.94%-189.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $10,107 | $3,387+198.4% | $5,432+86.1% | $2,343+331.5% |
| Participant deferral / active EE | $4,686 | $3,086+51.9% | $4,939-5.1% | $3,332+40.7% |
| Admin fee / account holder | $2,422 | $5,698-57.5% | $13,881-82.5% | $4,645-47.9% |