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 | $73,254 | $183,592-60.1% | $155,567-52.9% | $145,959-49.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.85% | 61.24%-50.4pp | 64.74%-53.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $2,981 | $5,315-43.9% | $4,674-36.2% | $4,661-36.0% |
| Participant deferral / active EE | $4,647 | $6,464-28.1% | $5,628-17.4% | $6,689-30.5% |
| Admin fee / account holder | $97,127 | $19,318+402.8% | $15,916+510.2% | $13,398+624.9% |