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 | $77,929 | $62,672+24.3% | $185,117-57.9% | $70,126+11.1% |
| Participation rate | 79.2% | 63.8%+15.4pp | 77.3%+1.9pp | 69.5%+9.6pp |
| Annual return | 13.66% | 40.79%-27.1pp | 40.50%-26.8pp | 73.15%-59.5pp |
| Employer contribution / active EE | $299 | $1,753-82.9% | $4,182-92.8% | $2,343-87.2% |
| Participant deferral / active EE | $4,418 | $3,272+35.0% | $5,045-12.4% | $3,332+32.6% |
| Admin fee / account holder | $18,250 | $3,932+364.2% | $8,159+123.7% | $4,645+292.8% |