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 | $82,114 | $197,625-58.4% | $177,840-53.8% | $158,966-48.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 7.81% | 58.76%-51.0pp | 48.32%-40.5pp | 302.95%-295.1pp |
| Employer contribution / active EE | $6,205 | $6,698-7.4% | $5,919+4.8% | $4,762+30.3% |
| Participant deferral / active EE | $4,001 | $8,405-52.4% | $7,714-48.1% | $5,983-33.1% |
| Admin fee / account holder | $1,127 | $15,405-92.7% | $12,431-90.9% | $11,250-90.0% |