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 | $57,626 | $71,230-19.1% | $93,727-38.5% | $80,959-28.8% |
| Participation rate | 88.9% | 60.4%+28.5pp | 68.7%+20.2pp | 67.7%+21.2pp |
| Annual return | 11.63% | 11.26%+0.4pp | 133.83%-122.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,135 | $1,565-27.5% | $2,421-53.1% | $2,757-58.8% |
| Participant deferral / active EE | $4,836 | $4,037+19.8% | $4,417+9.5% | $4,300+12.5% |
| Admin fee / account holder | $10,365 | $6,961+48.9% | $8,292+25.0% | $6,925+49.7% |