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 | $83,034 | $111,535-25.6% | $105,223-21.1% | $137,256-39.5% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 15.76% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,522 | $3,939-36.0% | $3,689-31.6% | $4,156-39.3% |
| Participant deferral / active EE | $8,984 | $5,500+63.4% | $5,072+77.1% | $6,407+40.2% |
| Admin fee / account holder | $6,706 | $9,721-31.0% | $8,859-24.3% | $12,270-45.3% |