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 | $33,021 | $117,829-72.0% | $102,423-67.8% | $145,877-77.4% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 9.05% | 31.83%-22.8pp | 29.42%-20.4pp | 551.28%-542.2pp |
| Employer contribution / active EE | $1,976 | $3,615-45.3% | $3,023-34.6% | $4,663-57.6% |
| Participant deferral / active EE | $4,393 | $5,732-23.4% | $5,054-13.1% | $6,691-34.3% |
| Admin fee / account holder | $46,518 | $13,335+248.8% | $9,455+392.0% | $13,402+247.1% |