Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $85,031 | $94,031-9.6% | $115,768-26.6% | $82,448+3.1% |
| Participation rate | 86.7% | 70.4%+16.2pp | 74.4%+12.3pp | 68.1%+18.6pp |
| Annual return | 13.17% | 20.61%-7.4pp | 100.46%-87.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,882 | $2,323+24.1% | $2,940-2.0% | $2,551+13.0% |
| Participant deferral / active EE | $5,433 | $3,972+36.8% | $4,917+10.5% | $4,139+31.2% |
| Admin fee / account holder | $6,594 | $10,249-35.7% | $12,439-47.0% | $7,234-8.8% |