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 | $78,650 | $102,385-23.2% | $147,080-46.5% | $80,935-2.8% |
| Participation rate | 81.5% | 75.9%+5.6pp | 82.2%-0.7pp | 67.7%+13.8pp |
| Annual return | 12.47% | 135.09%-122.6pp | 420.17%-407.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,672 | $3,717-28.1% | $4,933-45.8% | $2,757-3.1% |
| Participant deferral / active EE | $7,603 | $6,651+14.3% | $8,066-5.7% | $4,299+76.8% |
| Admin fee / account holder | $6,920 | $7,951-13.0% | $12,989-46.7% | $6,924-0.1% |