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 | $88,277 | $110,337-20.0% | $102,383-13.8% | $145,877-39.5% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 11.48% | 24.83%-13.3pp | 24.94%-13.5pp | 551.28%-539.8pp |
| Employer contribution / active EE | $4,494 | $4,216+6.6% | $3,870+16.1% | $4,663-3.6% |
| Participant deferral / active EE | $5,216 | $5,621-7.2% | $5,060+3.1% | $6,691-22.0% |
| Admin fee / account holder | $5,597 | $9,750-42.6% | $8,391-33.3% | $13,402-58.2% |