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 | $64,654 | $47,944+34.9% | $67,834-4.7% | $62,881+2.8% |
| Participation rate | 92.9% | 61.1%+31.8pp | 68.8%+24.1pp | 69.3%+23.6pp |
| Annual return | 7.55% | 11.77%-4.2pp | 138.47%-130.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $615 | $1,562-60.6% | $2,403-74.4% | $2,281-73.0% |
| Participant deferral / active EE | $3,009 | $2,247+33.9% | $3,160-4.8% | $3,203-6.1% |
| Admin fee / account holder | $8,071 | $3,712+117.4% | $4,622+74.6% | $4,296+87.9% |