Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $87,046 | $211,224-58.8% | $178,505-51.2% | $145,897-40.3% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 8.47% | 30.28%-21.8pp | 27.16%-18.7pp | 552.29%-543.8pp |
| Employer contribution / active EE | $2,644 | $4,577-42.2% | $3,955-33.1% | $4,663-43.3% |
| Participant deferral / active EE | $10,789 | $6,966+54.9% | $6,280+71.8% | $6,689+61.3% |
| Admin fee / account holder | $47,553 | $12,109+292.7% | $10,428+356.0% | $13,390+255.1% |