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 | $72,771 | $71,230+2.2% | $93,727-22.4% | $80,959-10.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 11.18% | 11.26%-0.1pp | 133.83%-122.6pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,006 | $1,565-35.7% | $2,421-58.4% | $2,757-63.5% |
| Participant deferral / active EE | $2,633 | $4,037-34.8% | $4,417-40.4% | $4,300-38.8% |
| Admin fee / account holder | $2,316 | $6,961-66.7% | $8,292-72.1% | $6,925-66.6% |