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 | $55,006 | $154,193-64.3% | $130,045-57.7% | $139,466-60.6% |
| Participation rate | 77.3% | 82.0%-4.7pp | 78.5%-1.2pp | 80.3%-3.1pp |
| Annual return | 16.10% | 32.51%-16.4pp | -137.30%+153.4pp | 373.66%-357.6pp |
| Employer contribution / active EE | $3,473 | $5,292-34.4% | $4,321-19.6% | $4,754-26.9% |
| Participant deferral / active EE | $4,854 | $6,709-27.6% | $5,820-16.6% | $6,712-27.7% |
| Admin fee / account holder | $1,375 | $13,989-90.2% | $10,600-87.0% | $11,409-87.9% |