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 | $76,463 | $149,741-48.9% | $118,914-35.7% | $158,982-51.9% |
| Participation rate | 85.7% | 82.1%+3.6pp | 75.4%+10.3pp | 82.0%+3.7pp |
| Annual return | 18.24% | 19.94%-1.7pp | 35.89%-17.6pp | 302.99%-284.7pp |
| Employer contribution / active EE | $2,221 | $4,119-46.1% | $3,264-32.0% | $4,763-53.4% |
| Participant deferral / active EE | $9,681 | $5,226+85.3% | $4,266+126.9% | $5,983+61.8% |
| Admin fee / account holder | $365 | $8,607-95.8% | $6,582-94.5% | $11,252-96.8% |