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 | $70,546 | $117,829-40.1% | $102,423-31.1% | $145,877-51.6% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 18.87% | 31.83%-13.0pp | 29.42%-10.5pp | 551.28%-532.4pp |
| Employer contribution / active EE | $2,825 | $3,615-21.8% | $3,023-6.5% | $4,663-39.4% |
| Participant deferral / active EE | $3,132 | $5,732-45.4% | $5,054-38.0% | $6,691-53.2% |
| Admin fee / account holder | $2,115 | $13,335-84.1% | $9,455-77.6% | $13,402-84.2% |