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 | $86,714 | $117,859-26.4% | $102,438-15.3% | $145,959-40.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 12.21% | 31.72%-19.5pp | 29.37%-17.2pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,216 | $3,615-38.7% | $3,024-26.7% | $4,661-52.5% |
| Participant deferral / active EE | $8,279 | $5,732+44.4% | $5,054+63.8% | $6,689+23.8% |
| Admin fee / account holder | $1,697 | $13,318-87.3% | $9,448-82.0% | $13,398-87.3% |