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 | $64,725 | $91,198-29.0% | $178,503-63.7% | $79,856-18.9% |
| Participation rate | 97.1% | 69.2%+27.9pp | 81.9%+15.2pp | 69.6%+27.5pp |
| Annual return | 12.28% | 24.20%-11.9pp | 151.12%-138.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,867 | $3,257+18.7% | $5,011-22.8% | $2,471+56.5% |
| Participant deferral / active EE | $3,503 | $3,237+8.2% | $5,202-32.7% | $3,741-6.3% |
| Admin fee / account holder | $3,070 | $6,748-54.5% | $13,987-78.0% | $5,306-42.1% |