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 | $66,719 | $90,486-26.3% | $78,676-15.2% | $273,972-75.6% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 12.16% | 75.62%-63.5pp | 62.19%-50.0pp | 41.46%-29.3pp |
| Employer contribution / active EE | $1,409 | $3,175-55.6% | $2,850-50.6% | $4,869-71.1% |
| Participant deferral / active EE | $5,337 | $3,901+36.8% | $3,517+51.8% | $5,287+0.9% |
| Admin fee / account holder | $43,282 | $5,263+722.4% | $4,510+859.7% | $10,133+327.2% |