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 | $89,538 | $124,314-28.0% | $109,163-18.0% | $167,518-46.6% |
| Participation rate | 94.7% | 79.4%+15.3pp | 75.9%+18.9pp | 82.1%+12.6pp |
| Annual return | 9.84% | 26.04%-16.2pp | 25.75%-15.9pp | 478.71%-468.9pp |
| Employer contribution / active EE | $1,333 | $4,209-68.3% | $3,723-64.2% | $4,838-72.5% |
| Participant deferral / active EE | $2,918 | $5,256-44.5% | $4,654-37.3% | $6,342-54.0% |
| Admin fee / account holder | $828 | $7,973-89.6% | $6,754-87.7% | $12,312-93.3% |