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 | $90,349 | $100,060-9.7% | $149,721-39.7% | $70,126+28.8% |
| Participation rate | 88.5% | 83.6%+4.9pp | 87.1%+1.4pp | 69.5%+18.9pp |
| Annual return | 17.22% | 27.46%-10.2pp | 1501.67%-1484.5pp | 73.15%-55.9pp |
| Employer contribution / active EE | $1,222 | $3,661-66.6% | $5,444-77.5% | $2,343-47.8% |
| Participant deferral / active EE | $7,929 | $4,982+59.2% | $6,568+20.7% | $3,332+138.0% |
| Admin fee / account holder | $3,297 | $8,285-60.2% | $11,282-70.8% | $4,645-29.0% |