Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $91,640 | $176,794-48.2% | $146,647-37.5% | $167,553-45.3% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 11.98% | 24.04%-12.1pp | 22.75%-10.8pp | 478.89%-466.9pp |
| Employer contribution / active EE | $2,586 | $5,161-49.9% | $4,137-37.5% | $4,840-46.6% |
| Participant deferral / active EE | $5,226 | $6,440-18.9% | $5,506-5.1% | $6,343-17.6% |
| Admin fee / account holder | $524 | $13,262-96.0% | $10,281-94.9% | $12,316-95.7% |