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 | $74,377 | $165,399-55.0% | $149,745-50.3% | $158,982-53.2% |
| Participation rate | 70.6% | 84.6%-14.0pp | 82.5%-11.9pp | 82.0%-11.4pp |
| Annual return | 15.71% | 348.34%-332.6pp | 276.72%-261.0pp | 302.99%-287.3pp |
| Employer contribution / active EE | $2,236 | $5,105-56.2% | $4,646-51.9% | $4,763-53.1% |
| Participant deferral / active EE | $5,338 | $7,183-25.7% | $6,843-22.0% | $5,983-10.8% |
| Admin fee / account holder | $2,992 | $10,811-72.3% | $9,312-67.9% | $11,252-73.4% |