Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $80,794 | $117,829-31.4% | $102,423-21.1% | $145,877-44.6% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 11.86% | 31.83%-20.0pp | 29.42%-17.6pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,659 | $3,615-54.1% | $3,023-45.1% | $4,663-64.4% |
| Participant deferral / active EE | $3,805 | $5,732-33.6% | $5,054-24.7% | $6,691-43.1% |
| Admin fee / account holder | $33,577 | $13,335+151.8% | $9,455+255.1% | $13,402+150.5% |