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 | $65,147 | $91,179-28.6% | $178,499-63.5% | $79,852-18.4% |
| Participation rate | 95.5% | 69.2%+26.3pp | 81.9%+13.6pp | 69.6%+25.9pp |
| Annual return | 13.37% | 24.19%-10.8pp | 151.10%-137.7pp | 31.72%-18.3pp |
| Employer contribution / active EE | $3,740 | $3,256+14.9% | $5,011-25.4% | $2,471+51.3% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,724 | $6,749-74.5% | $13,986-87.7% | $5,306-67.5% |