Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $64,978 | $98,776-34.2% | $149,745-56.6% | $79,856-18.6% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 13.51% | 27.38%-13.9pp | 276.72%-263.2pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,834 | $3,217-43.0% | $4,646-60.5% | $2,471-25.8% |
| Participant deferral / active EE | $3,012 | $5,681-47.0% | $6,843-56.0% | $3,741-19.5% |
| Admin fee / account holder | $3,952 | $6,053-34.7% | $9,312-57.6% | $5,306-25.5% |