Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $92,942 | $117,859-21.1% | $102,438-9.3% | $145,959-36.3% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 16.51% | 31.72%-15.2pp | 29.37%-12.9pp | 561.95%-545.4pp |
| Employer contribution / active EE | $1,695 | $3,615-53.1% | $3,024-44.0% | $4,661-63.6% |
| Participant deferral / active EE | $7,191 | $5,732+25.5% | $5,054+42.3% | $6,689+7.5% |
| Admin fee / account holder | $362 | $13,318-97.3% | $9,448-96.2% | $13,398-97.3% |