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 | $70,283 | $91,198-22.9% | $178,503-60.6% | $79,856-12.0% |
| Participation rate | 91.1% | 69.2%+21.9pp | 81.9%+9.1pp | 69.6%+21.4pp |
| Annual return | 14.15% | 24.20%-10.0pp | 151.12%-137.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,922 | $3,257-41.0% | $5,011-61.6% | $2,471-22.2% |
| Participant deferral / active EE | $4,101 | $3,237+26.7% | $5,202-21.2% | $3,741+9.6% |
| Admin fee / account holder | $9,884 | $6,748+46.5% | $13,987-29.3% | $5,306+86.3% |