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 | $79,142 | $117,829-32.8% | $102,423-22.7% | $145,877-45.7% |
| Participation rate | 81.0% | 78.6%+2.3pp | 76.5%+4.4pp | 80.3%+0.7pp |
| Annual return | 11.05% | 31.83%-20.8pp | 29.42%-18.4pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,913 | $3,615-47.1% | $3,023-36.7% | $4,663-59.0% |
| Participant deferral / active EE | $2,750 | $5,732-52.0% | $5,054-45.6% | $6,691-58.9% |
| Admin fee / account holder | $1,449 | $13,335-89.1% | $9,455-84.7% | $13,402-89.2% |