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 | $70,921 | $57,352+23.7% | $83,831-15.4% | $64,173+10.5% |
| Participation rate | 89.6% | 68.6%+21.0pp | 76.1%+13.4pp | 69.6%+20.0pp |
| Annual return | 7.82% | 11.38%-3.6pp | 850.99%-843.2pp | 7.63%+0.2pp |
| Employer contribution / active EE | $3,926 | $2,546+54.2% | $3,631+8.1% | $2,381+64.9% |
| Participant deferral / active EE | $2,865 | $2,993-4.3% | $4,082-29.8% | $3,470-17.4% |
| Admin fee / account holder | $3,913 | $4,046-3.3% | $5,479-28.6% | $4,887-19.9% |