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 | $65,141 | $98,766-34.0% | $149,730-56.5% | $79,852-18.4% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 16.24% | 27.43%-11.2pp | 276.70%-260.5pp | 31.72%-15.5pp |
| Employer contribution / active EE | $980 | $3,217-69.5% | $4,645-78.9% | $2,471-60.4% |
| Participant deferral / active EE | $4,449 | $5,681-21.7% | $6,843-35.0% | $3,740+18.9% |
| Admin fee / account holder | $2,202 | $6,052-63.6% | $9,310-76.4% | $5,306-58.5% |