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 | $84,390 | $152,460-44.6% | $118,746-28.9% | $147,586-42.8% |
| Participation rate | 76.9% | 82.3%-5.3pp | 78.3%-1.4pp | 82.8%-5.9pp |
| Annual return | 13.48% | 17.41%-3.9pp | 24.54%-11.1pp | 578.59%-565.1pp |
| Employer contribution / active EE | $2,603 | $5,046-48.4% | $4,193-37.9% | $4,876-46.6% |
| Participant deferral / active EE | $5,820 | $6,212-6.3% | $5,332+9.1% | $5,439+7.0% |
| Admin fee / account holder | $13,642 | $16,953-19.5% | $10,720+27.3% | $10,886+25.3% |