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 | $66,335 | $97,125-31.7% | $86,233-23.1% | $137,256-51.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 19.58% | 74.19%-54.6pp | 61.39%-41.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,931 | $2,841+38.4% | $2,504+57.0% | $4,156-5.4% |
| Participant deferral / active EE | $11,894 | $5,180+129.6% | $4,559+160.9% | $6,407+85.7% |
| Admin fee / account holder | $1,132 | $9,725-88.4% | $8,342-86.4% | $12,270-90.8% |