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 | $60,147 | $93,345-35.6% | $119,126-49.5% | $87,485-31.2% |
| Participation rate | 77.8% | 68.7%+9.0pp | 75.8%+2.0pp | 68.9%+8.8pp |
| Annual return | 14.64% | 19.08%-4.4pp | 282.11%-267.5pp | 26.06%-11.4pp |
| Employer contribution / active EE | $883 | $3,172-72.1% | $4,034-78.1% | $2,596-66.0% |
| Participant deferral / active EE | $4,718 | $4,099+15.1% | $5,318-11.3% | $4,274+10.4% |
| Admin fee / account holder | $10,867 | $8,039+35.2% | $10,693+1.6% | $7,775+39.8% |