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 | $92,547 | $124,330-25.6% | $109,173-15.2% | $167,536-44.8% |
| Participation rate | 88.2% | 79.5%+8.8pp | 75.9%+12.4pp | 82.1%+6.1pp |
| Annual return | 11.85% | 26.04%-14.2pp | 25.75%-13.9pp | 478.82%-467.0pp |
| Employer contribution / active EE | $7,290 | $4,209+73.2% | $3,723+95.8% | $4,839+50.7% |
| Participant deferral / active EE | $6,536 | $5,256+24.3% | $4,654+40.4% | $6,342+3.1% |
| Admin fee / account holder | $11,206 | $7,974+40.5% | $6,755+65.9% | $12,315-9.0% |