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 | $89,970 | $124,425-27.7% | $112,040-19.7% | $137,256-34.5% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 18.02% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,919 | $3,411-14.4% | $2,954-1.2% | $4,156-29.8% |
| Participant deferral / active EE | $4,638 | $5,718-18.9% | $5,098-9.0% | $6,407-27.6% |
| Admin fee / account holder | $1,473 | $15,207-90.3% | $12,098-87.8% | $12,270-88.0% |