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 | $64,985 | $57,061+13.9% | $85,063-23.6% | $80,911-19.7% |
| Participation rate | 88.1% | 56.3%+31.7pp | 67.5%+20.6pp | 67.6%+20.4pp |
| Annual return | 37.39% | 21.66%+15.7pp | 66.54%-29.1pp | 35.63%+1.8pp |
| Employer contribution / active EE | $832 | $1,799-53.8% | $2,727-69.5% | $2,756-69.8% |
| Participant deferral / active EE | $4,755 | $3,110+52.9% | $4,523+5.1% | $4,297+10.6% |
| Admin fee / account holder | $959 | $4,986-80.8% | $6,155-84.4% | $6,935-86.2% |