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 | $71,790 | $100,004-28.2% | $81,438-11.8% | $145,959-50.8% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.5%+0.5pp | 80.3%-10.3pp |
| Annual return | 11.25% | 34.34%-23.1pp | 24.74%-13.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $2,605 | $2,970-12.3% | $2,460+5.9% | $4,661-44.1% |
| Participant deferral / active EE | $6,897 | $4,603+49.8% | $3,883+77.6% | $6,689+3.1% |
| Admin fee / account holder | $20,001 | $8,202+143.9% | $5,764+247.0% | $13,398+49.3% |