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 | $68,463 | $176,786-61.3% | $146,643-53.3% | $167,536-59.1% |
| Participation rate | 70.8% | 83.6%-12.8pp | 80.1%-9.2pp | 82.1%-11.3pp |
| Annual return | 13.39% | 24.04%-10.6pp | 22.75%-9.4pp | 478.82%-465.4pp |
| Employer contribution / active EE | $1,898 | $5,161-63.2% | $4,137-54.1% | $4,839-60.8% |
| Participant deferral / active EE | $4,646 | $6,440-27.9% | $5,506-15.6% | $6,342-26.7% |
| Admin fee / account holder | $2,489 | $13,262-81.2% | $10,280-75.8% | $12,315-79.8% |