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 | $66,244 | $47,944+38.2% | $67,834-2.3% | $62,881+5.3% |
| Participation rate | 93.4% | 61.1%+32.4pp | 68.8%+24.6pp | 69.3%+24.1pp |
| Annual return | 6.44% | 11.77%-5.3pp | 138.47%-132.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,659 | $1,562+6.2% | $2,403-31.0% | $2,281-27.3% |
| Participant deferral / active EE | $2,616 | $2,247+16.4% | $3,160-17.2% | $3,203-18.3% |
| Admin fee / account holder | $4,474 | $3,712+20.5% | $4,622-3.2% | $4,296+4.1% |