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 | $82,331 | $117,895-30.2% | $102,460-19.6% | $145,897-43.6% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 15.47% | 31.92%-16.5pp | 29.47%-14.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $6,479 | $3,619+79.0% | $3,025+114.2% | $4,663+39.0% |
| Participant deferral / active EE | $5,551 | $5,736-3.2% | $5,056+9.8% | $6,689-17.0% |
| Admin fee / account holder | $9,147 | $13,353-31.5% | $9,460-3.3% | $13,390-31.7% |