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 | $122,007 | $162,785-25.1% | $133,959-8.9% | $158,950-23.2% |
| Participation rate | 84.2% | 83.2%+1.0pp | 79.8%+4.4pp | 82.0%+2.2pp |
| Annual return | 11.33% | 41.94%-30.6pp | 45.09%-33.8pp | 302.91%-291.6pp |
| Employer contribution / active EE | $1,335 | $4,975-73.2% | $3,919-65.9% | $4,762-72.0% |
| Participant deferral / active EE | $5,507 | $5,910-6.8% | $5,047+9.1% | $5,983-8.0% |
| Admin fee / account holder | $34,919 | $11,738+197.5% | $8,928+291.1% | $11,248+210.4% |