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 | $63,710 | $78,707-19.1% | $117,861-45.9% | $70,126-9.1% |
| Participation rate | 83.3% | 73.2%+10.1pp | 79.7%+3.7pp | 69.5%+13.8pp |
| Annual return | 14.99% | 23.30%-8.3pp | 335.11%-320.1pp | 73.15%-58.2pp |
| Employer contribution / active EE | $1,008 | $2,223-54.7% | $3,786-73.4% | $2,343-57.0% |
| Participant deferral / active EE | $3,306 | $3,297+0.3% | $4,482-26.2% | $3,332-0.8% |
| Admin fee / account holder | $17,063 | $5,066+236.8% | $8,021+112.7% | $4,645+267.3% |