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 | $85,866 | $133,981-35.9% | $112,249-23.5% | $134,532-36.2% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | 3.06% | 47.16%-44.1pp | 27.48%-24.4pp | 418.27%-415.2pp |
| Employer contribution / active EE | $2,589 | $4,040-35.9% | $3,636-28.8% | $4,741-45.4% |
| Participant deferral / active EE | $5,606 | $5,292+5.9% | $4,729+18.5% | $6,401-12.4% |
| Admin fee / account holder | $720 | $7,492-90.4% | $6,412-88.8% | $11,429-93.7% |