Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $86,268 | $98,240-12.2% | $82,313+4.8% | $147,585-41.5% |
| Participation rate | 73.3% | 79.7%-6.4pp | 76.9%-3.6pp | 82.8%-9.5pp |
| Annual return | 13.35% | 30.85%-17.5pp | 25.88%-12.5pp | 578.57%-565.2pp |
| Employer contribution / active EE | $2,867 | $3,192-10.2% | $2,428+18.1% | $4,876-41.2% |
| Participant deferral / active EE | $2,726 | $4,383-37.8% | $3,706-26.5% | $5,439-49.9% |
| Admin fee / account holder | $1,897 | $8,563-77.8% | $5,608-66.2% | $10,885-82.6% |