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 | $71,951 | $211,239-65.9% | $178,528-59.7% | $145,877-50.7% |
| Participation rate | 93.3% | 80.8%+12.5pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 12.63% | 30.22%-17.6pp | 27.11%-14.5pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,784 | $4,570-39.1% | $3,950-29.5% | $4,663-40.3% |
| Participant deferral / active EE | $6,771 | $6,963-2.8% | $6,278+7.8% | $6,691+1.2% |
| Admin fee / account holder | $2,704 | $12,095-77.6% | $10,419-74.0% | $13,402-79.8% |