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 | $60,418 | $70,418-14.2% | $96,570-37.4% | $85,847-29.6% |
| Participation rate | 83.3% | 61.8%+21.5pp | 69.8%+13.5pp | 69.3%+14.0pp |
| Annual return | 14.70% | 18.59%-3.9pp | 37.79%-23.1pp | 318.61%-303.9pp |
| Employer contribution / active EE | $2,239 | $1,413+58.4% | $2,357-5.0% | $2,565-12.7% |
| Participant deferral / active EE | $3,781 | $2,894+30.7% | $3,849-1.8% | $3,952-4.3% |
| Admin fee / account holder | $1,338 | $4,995-73.2% | $6,182-78.4% | $6,261-78.6% |