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 | $74,218 | $60,442+22.8% | $96,754-23.3% | $87,485-15.2% |
| Participation rate | 80.0% | 58.7%+21.3pp | 70.3%+9.7pp | 68.9%+11.1pp |
| Annual return | 16.48% | 21.97%-5.5pp | 82.04%-65.6pp | 26.06%-9.6pp |
| Employer contribution / active EE | $558 | $1,691-67.0% | $2,679-79.2% | $2,596-78.5% |
| Participant deferral / active EE | $3,320 | $3,280+1.2% | $4,758-30.2% | $4,274-22.3% |
| Admin fee / account holder | $1,426 | $5,069-71.9% | $8,905-84.0% | $7,775-81.7% |