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 | $64,730 | $162,812-60.2% | $133,971-51.7% | $158,966-59.3% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 11.30% | 41.94%-30.6pp | 45.09%-33.8pp | 302.95%-291.7pp |
| Employer contribution / active EE | $2,325 | $4,976-53.3% | $3,919-40.7% | $4,762-51.2% |
| Participant deferral / active EE | $3,244 | $5,910-45.1% | $5,047-35.7% | $5,983-45.8% |
| Admin fee / account holder | $7,052 | $11,741-39.9% | $8,929-21.0% | $11,250-37.3% |