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 | $76,794 | $43,496+76.6% | $161,489-52.4% | $64,340+19.4% |
| Participation rate | 70.9% | 53.5%+17.4pp | 78.7%-7.8pp | 55.2%+15.7pp |
| Annual return | 13.11% | 20.76%-7.6pp | 89.72%-76.6pp | 24.14%-11.0pp |
| Employer contribution / active EE | $1,350 | $1,431-5.6% | $4,268-68.4% | $1,862-27.5% |
| Participant deferral / active EE | $2,894 | $1,996+45.0% | $5,630-48.6% | $2,980-2.9% |
| Admin fee / account holder | $22,237 | $2,330+854.3% | $16,006+38.9% | $3,703+500.6% |