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 | $63,211 | $87,059-27.4% | $105,608-40.1% | $80,925-21.9% |
| Participation rate | 78.3% | 70.4%+7.8pp | 75.3%+3.0pp | 67.7%+10.6pp |
| Annual return | 11.83% | 17.05%-5.2pp | 116.50%-104.7pp | 35.65%-23.8pp |
| Employer contribution / active EE | $1,146 | $2,396-52.2% | $3,167-63.8% | $2,756-58.4% |
| Participant deferral / active EE | $3,632 | $3,986-8.9% | $5,010-27.5% | $4,299-15.5% |
| Admin fee / account holder | $1,153 | $8,443-86.3% | $11,028-89.5% | $6,940-83.4% |