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 | $83,443 | $117,895-29.2% | $102,460-18.6% | $145,897-42.8% |
| Participation rate | 95.7% | 78.6%+17.0pp | 76.5%+19.1pp | 80.3%+15.3pp |
| Annual return | 10.65% | 31.92%-21.3pp | 29.47%-18.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,424 | $3,619-60.6% | $3,025-52.9% | $4,663-69.5% |
| Participant deferral / active EE | $4,209 | $5,736-26.6% | $5,056-16.8% | $6,689-37.1% |
| Admin fee / account holder | $1,194 | $13,353-91.1% | $9,460-87.4% | $13,390-91.1% |