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 | $75,920 | $162,821-53.4% | $133,978-43.3% | $158,982-52.2% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 11.82% | 41.95%-30.1pp | 45.10%-33.3pp | 302.99%-291.2pp |
| Employer contribution / active EE | $1,281 | $4,976-74.3% | $3,919-67.3% | $4,763-73.1% |
| Participant deferral / active EE | $2,946 | $5,910-50.2% | $5,047-41.6% | $5,983-50.8% |
| Admin fee / account holder | $1,456 | $11,742-87.6% | $8,930-83.7% | $11,252-87.1% |