Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $94,940 | $108,882-12.8% | $96,754-1.9% | $154,746-38.6% |
| Participation rate | 85.7% | 75.1%+10.6pp | 70.3%+15.4pp | 80.7%+5.0pp |
| Annual return | 16.20% | 98.39%-82.2pp | 82.04%-65.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,592 | $3,018-14.1% | $2,679-3.2% | $4,379-40.8% |
| Participant deferral / active EE | $7,356 | $5,323+38.2% | $4,758+54.6% | $6,730+9.3% |
| Admin fee / account holder | $345 | $10,200-96.6% | $8,905-96.1% | $14,365-97.6% |