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 | $90,518 | $183,592-50.7% | $155,574-41.8% | $145,877-37.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 16.74% | 61.37%-44.6pp | 64.87%-48.1pp | 551.28%-534.5pp |
| Employer contribution / active EE | $3,551 | $5,317-33.2% | $4,676-24.1% | $4,663-23.8% |
| Participant deferral / active EE | $6,244 | $6,466-3.4% | $5,629+10.9% | $6,691-6.7% |
| Admin fee / account holder | $3,490 | $19,316-81.9% | $15,914-78.1% | $13,402-74.0% |