Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $75,399 | $183,516-58.9% | $155,534-51.5% | $145,884-48.3% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 10.84% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,446 | $5,315-72.8% | $4,675-69.1% | $4,662-69.0% |
| Participant deferral / active EE | $3,355 | $6,467-48.1% | $5,630-40.4% | $6,690-49.8% |
| Admin fee / account holder | $131,228 | $19,293+580.2% | $15,900+725.3% | $13,392+879.9% |