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 | $81,998 | $201,344-59.3% | $184,243-55.5% | $145,877-43.8% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+7.9pp |
| Annual return | 10.86% | 29.01%-18.1pp | 28.82%-18.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $6,238 | $7,022-11.2% | $6,427-2.9% | $4,663+33.8% |
| Participant deferral / active EE | $4,234 | $9,807-56.8% | $9,132-53.6% | $6,691-36.7% |
| Admin fee / account holder | $8,764 | $16,382-46.5% | $13,914-37.0% | $13,402-34.6% |