Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $64,643 | $117,829-45.1% | $102,423-36.9% | $145,877-55.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 10.82% | 31.83%-21.0pp | 29.42%-18.6pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,618 | $3,615-27.6% | $3,023-13.4% | $4,663-43.8% |
| Participant deferral / active EE | $6,332 | $5,732+10.5% | $5,054+25.3% | $6,691-5.4% |
| Admin fee / account holder | $3,231 | $13,335-75.8% | $9,455-65.8% | $13,402-75.9% |