Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $67,539 | $110,410-38.8% | $102,437-34.1% | $145,897-53.7% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 12.34% | 24.85%-12.5pp | 24.95%-12.6pp | 552.29%-539.9pp |
| Employer contribution / active EE | $8,804 | $4,217+108.8% | $3,871+127.5% | $4,663+88.8% |
| Participant deferral / active EE | $4,658 | $5,622-17.1% | $5,060-7.9% | $6,689-30.4% |
| Admin fee / account holder | $3,561 | $9,745-63.5% | $8,388-57.5% | $13,390-73.4% |