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 | $81,676 | $106,588-23.4% | $94,215-13.3% | $155,188-47.4% |
| Participation rate | 89.5% | 74.3%+15.2pp | 70.0%+19.5pp | 80.8%+8.7pp |
| Annual return | 17.36% | 29.39%-12.0pp | 28.22%-10.9pp | 148.84%-131.5pp |
| Employer contribution / active EE | $5,217 | $3,080+69.4% | $2,675+95.0% | $4,248+22.8% |
| Participant deferral / active EE | $4,162 | $4,802-13.3% | $4,276-2.7% | $6,531-36.3% |
| Admin fee / account holder | $4,708 | $12,281-61.7% | $10,216-53.9% | $14,480-67.5% |