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 | $74,255 | $102,828-27.8% | $105,387-29.5% | $152,909-51.4% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.6%-11.1pp | 82.5%-11.0pp |
| Annual return | 23.34% | 20.85%+2.5pp | 26.82%-3.5pp | 345.46%-322.1pp |
| Employer contribution / active EE | $1,698 | $4,473-62.0% | $4,213-59.7% | $4,764-64.4% |
| Participant deferral / active EE | $2,060 | $5,465-62.3% | $5,502-62.6% | $5,851-64.8% |
| Admin fee / account holder | $5,334 | $8,683-38.6% | $6,559-18.7% | $11,601-54.0% |