Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $116,648 | $117,846-1.0% | $102,434+13.9% | $145,884-20.0% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 17.79% | 31.90%-14.1pp | 29.46%-11.7pp | 551.85%-534.1pp |
| Employer contribution / active EE | $2,021 | $3,615-44.1% | $3,023-33.2% | $4,662-56.7% |
| Participant deferral / active EE | $3,565 | $5,733-37.8% | $5,055-29.5% | $6,690-46.7% |
| Admin fee / account holder | $15,911 | $13,356+19.1% | $9,462+68.2% | $13,392+18.8% |