Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $75,806 | $117,895-35.7% | $102,460-26.0% | $145,897-48.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 14.01% | 31.92%-17.9pp | 29.47%-15.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,045 | $3,619-43.5% | $3,025-32.4% | $4,663-56.2% |
| Participant deferral / active EE | $4,567 | $5,736-20.4% | $5,056-9.7% | $6,689-31.7% |
| Admin fee / account holder | $1,218 | $13,353-90.9% | $9,460-87.1% | $13,390-90.9% |