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 | $68,131 | $91,194-25.3% | $178,486-61.8% | $79,860-14.7% |
| Participation rate | 88.2% | 69.2%+19.0pp | 81.9%+6.3pp | 69.6%+18.6pp |
| Annual return | 23.71% | 24.19%-0.5pp | 151.08%-127.4pp | 31.72%-8.0pp |
| Employer contribution / active EE | $6,319 | $3,256+94.1% | $5,011+26.1% | $2,471+155.7% |
| Participant deferral / active EE | $11,857 | $3,236+266.4% | $5,202+127.9% | $3,740+217.0% |
| Admin fee / account holder | $8,554 | $6,751+26.7% | $13,985-38.8% | $5,306+61.2% |