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 | $90,766 | $201,372-54.9% | $184,260-50.7% | $145,884-37.8% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 16.11% | 29.04%-12.9pp | 28.84%-12.7pp | 551.85%-535.7pp |
| Employer contribution / active EE | $2,170 | $7,024-69.1% | $6,427-66.2% | $4,662-53.5% |
| Participant deferral / active EE | $7,981 | $9,808-18.6% | $9,133-12.6% | $6,690+19.3% |
| Admin fee / account holder | $2,053 | $16,362-87.5% | $13,898-85.2% | $13,392-84.7% |