Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $65,156 | $71,215-8.5% | $93,696-30.5% | $80,935-19.5% |
| Participation rate | 96.0% | 60.4%+35.6pp | 68.7%+27.3pp | 67.7%+28.3pp |
| Annual return | 11.72% | 11.27%+0.5pp | 133.74%-122.0pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,714 | $1,565+9.5% | $2,422-29.2% | $2,757-37.8% |
| Participant deferral / active EE | $2,966 | $4,037-26.5% | $4,417-32.8% | $4,299-31.0% |
| Admin fee / account holder | $4,799 | $6,958-31.0% | $8,287-42.1% | $6,924-30.7% |