Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $231,795 | $175,646+32.0% | $129,118+79.5% | $134,545+72.3% |
| Participation rate | 85.7% | 81.6%+4.2pp | 77.2%+8.5pp | 81.2%+4.5pp |
| Annual return | 4.61% | -11.39%+16.0pp | -10.94%+15.6pp | 418.37%-413.8pp |
| Employer contribution / active EE | $4,360 | $6,355-31.4% | $5,051-13.7% | $4,742-8.1% |
| Participant deferral / active EE | $6,724 | $7,970-15.6% | $6,539+2.8% | $6,401+5.0% |
| Admin fee / account holder | $1,791 | $23,578-92.4% | $14,305-87.5% | $11,431-84.3% |