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 | $67,344 | $79,523-15.3% | $140,019-51.9% | $56,289+19.6% |
| Participation rate | 85.4% | 85.7%-0.3pp | 87.5%-2.1pp | 69.9%+15.5pp |
| Annual return | 5.79% | 2.39%+3.4pp | 651.17%-645.4pp | -9.96%+15.7pp |
| Employer contribution / active EE | $2,755 | $3,350-17.8% | $5,605-50.9% | $2,111+30.5% |
| Participant deferral / active EE | $5,489 | $5,129+7.0% | $6,927-20.8% | $3,350+63.8% |
| Admin fee / account holder | $4,056 | $614+560.3% | $10,705-62.1% | $521+678.6% |