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 | $83,468 | $211,288-60.5% | $178,540-53.2% | $145,884-42.8% |
| Participation rate | 95.0% | 80.8%+14.2pp | 77.1%+17.9pp | 80.3%+14.7pp |
| Annual return | 17.49% | 30.27%-12.8pp | 27.15%-9.7pp | 551.85%-534.4pp |
| Employer contribution / active EE | $1,584 | $4,574-65.4% | $3,953-59.9% | $4,662-66.0% |
| Participant deferral / active EE | $4,530 | $6,967-35.0% | $6,281-27.9% | $6,690-32.3% |
| Admin fee / account holder | $2,826 | $12,105-76.7% | $10,424-72.9% | $13,392-78.9% |