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 | $79,111 | $176,402-55.2% | $134,162-41.0% | $158,966-50.2% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 6.88% | 63.66%-56.8pp | 36.35%-29.5pp | 302.95%-296.1pp |
| Employer contribution / active EE | $2,147 | $5,042-57.4% | $3,705-42.1% | $4,762-54.9% |
| Participant deferral / active EE | $4,305 | $4,093+5.2% | $3,500+23.0% | $5,983-28.1% |
| Admin fee / account holder | $1,736 | $8,719-80.1% | $6,685-74.0% | $11,250-84.6% |