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 | $89,745 | $111,814-19.7% | $103,378-13.2% | $145,978-38.5% |
| Participation rate | 95.8% | 77.9%+17.9pp | 74.5%+21.3pp | 80.3%+15.5pp |
| Annual return | 10.80% | 24.80%-14.0pp | 24.91%-14.1pp | 550.52%-539.7pp |
| Employer contribution / active EE | $11,573 | $4,215+174.6% | $3,870+199.0% | $4,662+148.3% |
| Participant deferral / active EE | $2,622 | $5,618-53.3% | $5,058-48.2% | $6,690-60.8% |
| Admin fee / account holder | $20,057 | $9,764+105.4% | $8,401+138.8% | $13,400+49.7% |