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 | $72,679 | $110,379-34.2% | $102,412-29.0% | $145,884-50.2% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 11.00% | 24.84%-13.8pp | 24.94%-13.9pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,721 | $4,216-59.2% | $3,870-55.5% | $4,662-63.1% |
| Participant deferral / active EE | $2,895 | $5,622-48.5% | $5,060-42.8% | $6,690-56.7% |
| Admin fee / account holder | $7,656 | $9,745-21.4% | $8,388-8.7% | $13,392-42.8% |