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 | $59,878 | $55,902+7.1% | $76,030-21.2% | $80,959-26.0% |
| Participation rate | 73.0% | 62.1%+10.9pp | 69.1%+3.9pp | 67.7%+5.3pp |
| Annual return | 12.20% | 20.59%-8.4pp | 361.54%-349.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,967 | $1,867+5.4% | $2,688-26.8% | $2,757-28.7% |
| Participant deferral / active EE | $3,799 | $3,051+24.5% | $4,257-10.8% | $4,300-11.7% |
| Admin fee / account holder | $1,355 | $5,239-74.1% | $6,421-78.9% | $6,925-80.4% |