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 | $80,218 | $79,955+0.3% | $98,461-18.5% | $75,173+6.7% |
| Participation rate | 92.9% | 70.4%+22.5pp | 75.2%+17.7pp | 67.2%+25.7pp |
| Annual return | 16.63% | 19.75%-3.1pp | 21.17%-4.5pp | 160.72%-144.1pp |
| Employer contribution / active EE | $5,357 | $2,264+136.6% | $3,049+75.7% | $2,671+100.6% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,421 | $6,841+8.5% | $8,961-17.2% | $5,651+31.3% |