Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $76,695 | $110,337-30.5% | $102,383-25.1% | $145,877-47.4% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 11.55% | 24.83%-13.3pp | 24.94%-13.4pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,528 | $4,216-16.3% | $3,870-8.9% | $4,663-24.3% |
| Participant deferral / active EE | $6,431 | $5,621+14.4% | $5,060+27.1% | $6,691-3.9% |
| Admin fee / account holder | $3,328 | $9,750-65.9% | $8,391-60.3% | $13,402-75.2% |