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 | $119,651 | $65,390+83.0% | $169,385-29.4% | $71,495+67.4% |
| Participation rate | 71.9% | 67.0%+4.9pp | 77.2%-5.3pp | 67.9%+4.0pp |
| Annual return | 17.12% | 21.31%-4.2pp | 405.82%-388.7pp | 28.85%-11.7pp |
| Employer contribution / active EE | $709 | $2,079-65.9% | $4,012-82.3% | $2,589-72.6% |
| Participant deferral / active EE | $5,630 | $4,367+28.9% | $6,221-9.5% | $4,291+31.2% |
| Admin fee / account holder | $2,469 | $1,324+86.4% | $9,011-72.6% | $1,588+55.5% |