Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $87,339 | $211,239-58.7% | $178,528-51.1% | $145,877-40.1% |
| Participation rate | 82.4% | 80.8%+1.6pp | 77.1%+5.3pp | 80.3%+2.1pp |
| Annual return | 9.11% | 30.22%-21.1pp | 27.11%-18.0pp | 551.28%-542.2pp |
| Employer contribution / active EE | $20,306 | $4,570+344.3% | $3,950+414.0% | $4,663+335.5% |
| Participant deferral / active EE | $4,941 | $6,963-29.0% | $6,278-21.3% | $6,691-26.1% |
| Admin fee / account holder | $585 | $12,095-95.2% | $10,419-94.4% | $13,402-95.6% |