Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $89,133 | $185,312-51.9% | $161,489-44.8% | $154,746-42.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.93% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $4,238 | $4,769-11.1% | $4,268-0.7% | $4,379-3.2% |
| Participant deferral / active EE | $8,251 | $6,350+29.9% | $5,630+46.6% | $6,730+22.6% |
| Admin fee / account holder | $3,719 | $18,654-80.1% | $16,006-76.8% | $14,365-74.1% |