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 | $61,756 | $80,781-23.6% | $102,437-39.7% | $74,478-17.1% |
| Participation rate | 78.7% | 65.7%+13.0pp | 74.5%+4.2pp | 67.2%+11.5pp |
| Annual return | 12.57% | 27.58%-15.0pp | 24.95%-12.4pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $2,176 | $3,160-31.1% | $3,871-43.8% | $2,626-17.1% |
| Participant deferral / active EE | $4,683 | $3,862+21.3% | $5,060-7.5% | $4,350+7.6% |
| Admin fee / account holder | $24,338 | $2,372+926.0% | $8,388+190.2% | $1,946+1150.8% |