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 | $67,540 | $93,064-27.4% | $74,577-9.4% | $273,972-75.3% |
| Participation rate | 88.9% | 74.9%+13.9pp | 68.1%+20.8pp | 83.0%+5.9pp |
| Annual return | 4.59% | 26.18%-21.6pp | 20.47%-15.9pp | 41.46%-36.9pp |
| Employer contribution / active EE | $515 | $3,160-83.7% | $2,525-79.6% | $4,869-89.4% |
| Participant deferral / active EE | $6,722 | $4,160+61.6% | $3,458+94.4% | $5,287+27.1% |
| Admin fee / account holder | $32,426 | $5,273+514.9% | $4,138+683.6% | $10,133+220.0% |