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 | $78,475 | $149,679-47.6% | $117,039-32.9% | $147,586-46.8% |
| Participation rate | 93.8% | 83.5%+10.3pp | 77.2%+16.6pp | 82.8%+10.9pp |
| Annual return | 13.50% | 19.31%-5.8pp | 18.95%-5.4pp | 578.59%-565.1pp |
| Employer contribution / active EE | $1,938 | $4,937-60.8% | $3,785-48.8% | $4,876-60.3% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,483 | $7,856-30.2% | $5,974-8.2% | $10,886-49.6% |