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 | $75,646 | $117,846-35.8% | $102,434-26.2% | $145,884-48.1% |
| Participation rate | 70.8% | 78.6%-7.8pp | 76.5%-5.7pp | 80.3%-9.5pp |
| Annual return | 11.35% | 31.90%-20.5pp | 29.46%-18.1pp | 551.85%-540.5pp |
| Employer contribution / active EE | $3,018 | $3,615-16.5% | $3,023-0.2% | $4,662-35.3% |
| Participant deferral / active EE | $8,795 | $5,733+53.4% | $5,055+74.0% | $6,690+31.5% |
| Admin fee / account holder | $12,463 | $13,356-6.7% | $9,462+31.7% | $13,392-6.9% |