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 | $54,570 | $168,635-67.6% | $147,617-63.0% | $125,389-56.5% |
| Participation rate | 78.6% | 88.8%-10.2pp | 84.6%-6.0pp | 83.2%-4.6pp |
| Annual return | 1.61% | 77.65%-76.0pp | 61.98%-60.4pp | 282.24%-280.6pp |
| Employer contribution / active EE | $1,374 | $6,252-78.0% | $5,564-75.3% | $4,866-71.8% |
| Participant deferral / active EE | $2,845 | $5,507-48.3% | $4,895-41.9% | $5,352-46.8% |
| Admin fee / account holder | $11,433 | $13,580-15.8% | $11,612-1.5% | $9,541+19.8% |