Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $76,218 | $110,410-31.0% | $102,437-25.6% | $145,897-47.8% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 11.52% | 24.85%-13.3pp | 24.95%-13.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,694 | $4,217-59.8% | $3,871-56.2% | $4,663-63.7% |
| Participant deferral / active EE | $10,351 | $5,622+84.1% | $5,060+104.6% | $6,689+54.7% |
| Admin fee / account holder | $727 | $9,745-92.5% | $8,388-91.3% | $13,390-94.6% |