Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $110,337-38.8% | $102,383-34.0% | $145,877-53.7% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 12.34% | 24.83%-12.5pp | 24.94%-12.6pp | 551.28%-538.9pp |
| Employer contribution / active EE | $8,804 | $4,216+108.8% | $3,870+127.5% | $4,663+88.8% |
| Participant deferral / active EE | $4,658 | $5,621-17.1% | $5,060-7.9% | $6,691-30.4% |
| Admin fee / account holder | $3,561 | $9,750-63.5% | $8,391-57.6% | $13,402-73.4% |