Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $85,441 | $125,184-31.7% | $105,607-19.1% | $145,884-41.4% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 11.42% | 225.00%-213.6pp | 116.11%-104.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $2,349 | $3,720-36.8% | $3,167-25.8% | $4,662-49.6% |
| Participant deferral / active EE | $4,273 | $5,714-25.2% | $5,011-14.7% | $6,690-36.1% |
| Admin fee / account holder | $26,403 | $17,133+54.1% | $10,958+140.9% | $13,392+97.2% |