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 | $64,935 | $71,197-8.8% | $93,669-30.7% | $80,925-19.8% |
| Participation rate | 76.3% | 60.4%+15.9pp | 68.7%+7.6pp | 67.7%+8.7pp |
| Annual return | 11.55% | 11.27%+0.3pp | 133.59%-122.0pp | 35.65%-24.1pp |
| Employer contribution / active EE | $1,186 | $1,565-24.2% | $2,424-51.1% | $2,756-57.0% |
| Participant deferral / active EE | $2,810 | $4,036-30.4% | $4,416-36.4% | $4,299-34.6% |
| Admin fee / account holder | $5,040 | $6,959-27.6% | $8,291-39.2% | $6,940-27.4% |