Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $70,788 | $157,296-55.0% | $141,191-49.9% | $152,897-53.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 22.38% | 64.34%-42.0pp | 71.41%-49.0pp | 345.43%-323.0pp |
| Employer contribution / active EE | $1,879 | $5,262-64.3% | $4,736-60.3% | $4,764-60.6% |
| Participant deferral / active EE | $7,591 | $7,111+6.8% | $6,710+13.1% | $5,851+29.7% |
| Admin fee / account holder | $1,969 | $12,125-83.8% | $10,264-80.8% | $11,599-83.0% |