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 | $82,782 | $117,904-29.8% | $102,457-19.2% | $145,978-43.3% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 15.39% | 31.80%-16.4pp | 29.41%-14.0pp | 550.52%-535.1pp |
| Employer contribution / active EE | $2,476 | $3,613-31.5% | $3,022-18.1% | $4,662-46.9% |
| Participant deferral / active EE | $7,182 | $5,733+25.3% | $5,054+42.1% | $6,690+7.4% |
| Admin fee / account holder | $43,227 | $13,329+224.3% | $9,451+357.4% | $13,400+222.6% |