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 | $63,849 | $69,977-8.8% | $108,582-41.2% | $62,881+1.5% |
| Participation rate | 90.1% | 72.9%+17.2pp | 79.6%+10.6pp | 69.3%+20.8pp |
| Annual return | 10.21% | 10.73%-0.5pp | -51.70%+61.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $4,395 | $2,135+105.9% | $3,758+16.9% | $2,281+92.7% |
| Participant deferral / active EE | $4,179 | $3,165+32.1% | $4,311-3.1% | $3,203+30.5% |
| Admin fee / account holder | $3,379 | $5,076-33.4% | $7,645-55.8% | $4,296-21.3% |