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 | $78,328 | $168,635-53.6% | $147,617-46.9% | $125,389-37.5% |
| Participation rate | 90.0% | 88.8%+1.2pp | 84.6%+5.4pp | 83.2%+6.8pp |
| Annual return | -2.96% | 77.65%-80.6pp | 61.98%-64.9pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,703 | $6,252-72.8% | $5,564-69.4% | $4,866-65.0% |
| Participant deferral / active EE | $2,940 | $5,507-46.6% | $4,895-40.0% | $5,352-45.1% |
| Admin fee / account holder | $567 | $13,580-95.8% | $11,612-95.1% | $9,541-94.1% |