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 | $87,466 | $162,821-46.3% | $133,978-34.7% | $158,982-45.0% |
| Participation rate | 90.5% | 83.2%+7.2pp | 79.8%+10.6pp | 82.0%+8.5pp |
| Annual return | 13.40% | 41.95%-28.6pp | 45.10%-31.7pp | 302.99%-289.6pp |
| Employer contribution / active EE | $1,595 | $4,976-67.9% | $3,919-59.3% | $4,763-66.5% |
| Participant deferral / active EE | $7,170 | $5,910+21.3% | $5,047+42.1% | $5,983+19.8% |
| Admin fee / account holder | $381 | $11,742-96.8% | $8,930-95.7% | $11,252-96.6% |