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 | $70,023 | $228,352-69.3% | $185,827-62.3% | $158,950-55.9% |
| Participation rate | 73.7% | 82.3%-8.6pp | 78.0%-4.4pp | 82.0%-8.3pp |
| Annual return | 25.69% | 40.81%-15.1pp | 35.96%-10.3pp | 302.91%-277.2pp |
| Employer contribution / active EE | $2,107 | $4,967-57.6% | $4,087-48.4% | $4,762-55.7% |
| Participant deferral / active EE | $8,226 | $6,416+28.2% | $5,633+46.0% | $5,983+37.5% |
| Admin fee / account holder | $3,437 | $11,867-71.0% | $9,502-63.8% | $11,248-69.4% |