Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $89,878 | $97,125-7.5% | $86,233+4.2% | $137,256-34.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 13.70% | 74.19%-60.5pp | 61.39%-47.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $8,063 | $2,841+183.8% | $2,504+222.0% | $4,156+94.0% |
| Participant deferral / active EE | $4,786 | $5,180-7.6% | $4,559+5.0% | $6,407-25.3% |
| Admin fee / account holder | $7,202 | $9,725-25.9% | $8,342-13.7% | $12,270-41.3% |