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 | $66,977 | $110,212-39.2% | $96,534-30.6% | $139,466-52.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 11.94% | 26.42%-14.5pp | 25.88%-13.9pp | 373.66%-361.7pp |
| Employer contribution / active EE | $5,949 | $3,620+64.3% | $2,965+100.6% | $4,754+25.1% |
| Participant deferral / active EE | $5,713 | $5,547+3.0% | $4,851+17.8% | $6,712-14.9% |
| Admin fee / account holder | $1,414 | $11,599-87.8% | $8,253-82.9% | $11,409-87.6% |