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 | $78,062 | $117,829-33.8% | $102,423-23.8% | $145,877-46.5% |
| Participation rate | 90.5% | 78.6%+11.9pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 10.72% | 31.83%-21.1pp | 29.42%-18.7pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,481 | $3,615-59.0% | $3,023-51.0% | $4,663-68.2% |
| Participant deferral / active EE | $2,957 | $5,732-48.4% | $5,054-41.5% | $6,691-55.8% |
| Admin fee / account holder | $1,789 | $13,335-86.6% | $9,455-81.1% | $13,402-86.7% |