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 | $60,265 | $87,106-30.8% | $105,607-42.9% | $80,935-25.5% |
| Participation rate | 82.1% | 70.4%+11.7pp | 75.3%+6.9pp | 67.7%+14.5pp |
| Annual return | 10.45% | 17.01%-6.6pp | 116.11%-105.7pp | 35.66%-25.2pp |
| Employer contribution / active EE | $671 | $2,396-72.0% | $3,167-78.8% | $2,757-75.6% |
| Participant deferral / active EE | $5,993 | $3,986+50.4% | $5,011+19.6% | $4,299+39.4% |
| Admin fee / account holder | $38,476 | $8,447+355.5% | $10,958+251.1% | $6,924+455.7% |