Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $86,106 | $91,198-5.6% | $178,503-51.8% | $79,856+7.8% |
| Participation rate | 98.8% | 69.2%+29.5pp | 81.9%+16.8pp | 69.6%+29.1pp |
| Annual return | 14.87% | 24.20%-9.3pp | 151.12%-136.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,208 | $3,257-32.2% | $5,011-55.9% | $2,471-10.6% |
| Participant deferral / active EE | $4,066 | $3,237+25.6% | $5,202-21.8% | $3,741+8.7% |
| Admin fee / account holder | $705 | $6,748-89.5% | $13,987-95.0% | $5,306-86.7% |