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 | $57,071 | $77,638-26.5% | $156,551-63.5% | $62,881-9.2% |
| Participation rate | 98.0% | 71.2%+26.8pp | 84.0%+14.0pp | 69.3%+28.7pp |
| Annual return | 5.67% | 50.33%-44.7pp | 32.23%-26.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,383 | $3,444-59.8% | $5,501-74.9% | $2,281-39.4% |
| Participant deferral / active EE | $4,333 | $3,046+42.3% | $4,871-11.1% | $3,203+35.3% |
| Admin fee / account holder | $8,610 | $5,561+54.8% | $13,028-33.9% | $4,296+100.4% |