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 | $76,904 | $232,540-66.9% | $185,117-58.5% | $147,586-47.9% |
| Participation rate | 84.6% | 82.4%+2.3pp | 77.3%+7.4pp | 82.8%+1.8pp |
| Annual return | 10.62% | 43.03%-32.4pp | 40.50%-29.9pp | 578.59%-568.0pp |
| Employer contribution / active EE | $2,464 | $5,195-52.6% | $4,182-41.1% | $4,876-49.5% |
| Participant deferral / active EE | $5,824 | $5,834-0.2% | $5,045+15.4% | $5,439+7.1% |
| Admin fee / account holder | $26,714 | $10,275+160.0% | $8,159+227.4% | $10,886+145.4% |