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 | $81,400 | $111,814-27.2% | $103,374-21.3% | $145,959-44.2% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 13.10% | 24.77%-11.7pp | 24.89%-11.8pp | 561.95%-548.9pp |
| Employer contribution / active EE | $2,555 | $4,214-39.4% | $3,869-34.0% | $4,661-45.2% |
| Participant deferral / active EE | $7,768 | $5,618+38.3% | $5,058+53.6% | $6,689+16.1% |
| Admin fee / account holder | $41,720 | $9,754+327.7% | $8,394+397.0% | $13,398+211.4% |