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 | $78,240 | $124,336-37.1% | $111,303-29.7% | $167,518-53.3% |
| Participation rate | 81.3% | 79.6%+1.6pp | 77.3%+3.9pp | 82.1%-0.9pp |
| Annual return | 11.39% | 37.45%-26.1pp | 54.66%-43.3pp | 478.71%-467.3pp |
| Employer contribution / active EE | $4,432 | $3,436+29.0% | $2,731+62.2% | $4,838-8.4% |
| Participant deferral / active EE | $9,227 | $5,181+78.1% | $4,487+105.6% | $6,342+45.5% |
| Admin fee / account holder | $10,763 | $10,623+1.3% | $7,966+35.1% | $12,312-12.6% |