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 | $83,505 | $147,556-43.4% | $129,031-35.3% | $198,609-58.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 16.51% | 37.41%-20.9pp | 34.67%-18.2pp | 202.70%-186.2pp |
| Employer contribution / active EE | $3,208 | $3,645-12.0% | $3,226-0.5% | $5,055-36.5% |
| Participant deferral / active EE | $8,668 | $5,760+50.5% | $5,217+66.1% | $6,977+24.2% |
| Admin fee / account holder | $7,258 | $15,467-53.1% | $13,208-45.0% | $19,030-61.9% |