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 | $68,739 | $172,111-60.1% | $150,298-54.3% | $137,256-49.9% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 14.55% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,077 | $4,636-76.8% | $4,154-74.1% | $4,156-74.1% |
| Participant deferral / active EE | $3,715 | $6,166-39.7% | $5,453-31.9% | $6,407-42.0% |
| Admin fee / account holder | $2,133 | $16,471-87.0% | $14,116-84.9% | $12,270-82.6% |