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 | $94,330 | $172,111-45.2% | $150,298-37.2% | $137,256-31.3% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 17.71% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,083 | $4,636-55.1% | $4,154-49.8% | $4,156-49.9% |
| Participant deferral / active EE | $1,937 | $6,166-68.6% | $5,453-64.5% | $6,407-69.8% |
| Admin fee / account holder | $376 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |