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 | $72,023 | $113,338-36.5% | $94,993-24.2% | $147,586-51.2% |
| Participation rate | 78.6% | 78.0%+0.6pp | 73.9%+4.7pp | 82.8%-4.3pp |
| Annual return | 10.15% | 20.80%-10.6pp | 27.14%-17.0pp | 578.59%-568.4pp |
| Employer contribution / active EE | $2,092 | $3,160-33.8% | $2,603-19.7% | $4,876-57.1% |
| Participant deferral / active EE | $3,533 | $3,777-6.5% | $3,317+6.5% | $5,439-35.0% |
| Admin fee / account holder | $44,550 | $6,063+634.8% | $4,960+798.1% | $10,886+309.3% |