Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $89,415 | $162,785-45.1% | $133,959-33.3% | $158,950-43.7% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 16.67% | 41.94%-25.3pp | 45.09%-28.4pp | 302.91%-286.2pp |
| Employer contribution / active EE | $3,167 | $4,975-36.3% | $3,919-19.2% | $4,762-33.5% |
| Participant deferral / active EE | $7,233 | $5,910+22.4% | $5,047+43.3% | $5,983+20.9% |
| Admin fee / account holder | $6,377 | $11,738-45.7% | $8,928-28.6% | $11,248-43.3% |