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 | $68,775 | $98,240-30.0% | $82,312-16.4% | $147,586-53.4% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 13.96% | 30.85%-16.9pp | 25.88%-11.9pp | 578.59%-564.6pp |
| Employer contribution / active EE | $2,212 | $3,192-30.7% | $2,428-8.9% | $4,876-54.6% |
| Participant deferral / active EE | $2,381 | $4,383-45.7% | $3,706-35.8% | $5,439-56.2% |
| Admin fee / account holder | $21,594 | $8,563+152.2% | $5,608+285.1% | $10,886+98.4% |