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 | $68,150 | $183,516-62.9% | $155,534-56.2% | $145,884-53.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.74% | 61.43%-50.7pp | 64.92%-54.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,304 | $5,315-75.5% | $4,675-72.1% | $4,662-72.0% |
| Participant deferral / active EE | $6,037 | $6,467-6.6% | $5,630+7.2% | $6,690-9.8% |
| Admin fee / account holder | $121,438 | $19,293+529.4% | $15,900+663.8% | $13,392+806.8% |