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 | $61,083 | $105,960-42.4% | $81,726-25.3% | $158,982-61.6% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.0%+15.5pp | 82.0%+5.5pp |
| Annual return | 9.17% | 38.19%-29.0pp | 29.49%-20.3pp | 302.99%-293.8pp |
| Employer contribution / active EE | $1,445 | $7,805-81.5% | $4,311-66.5% | $4,763-69.7% |
| Participant deferral / active EE | $3,678 | $13,011-71.7% | $7,108-48.3% | $5,983-38.5% |
| Admin fee / account holder | $463 | $8,494-94.5% | $5,160-91.0% | $11,252-95.9% |