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 | $66,319 | $91,536-27.5% | $130,062-49.0% | $75,177-11.8% |
| Participation rate | 71.9% | 71.5%+0.4pp | 78.5%-6.6pp | 67.2%+4.7pp |
| Annual return | 17.30% | -631.62%+648.9pp | -137.37%+154.7pp | 160.75%-143.5pp |
| Employer contribution / active EE | $885 | $2,845-68.9% | $4,322-79.5% | $2,671-66.9% |
| Participant deferral / active EE | $4,578 | $4,343+5.4% | $5,821-21.3% | $4,126+10.9% |
| Admin fee / account holder | $7,649 | $6,780+12.8% | $10,601-27.8% | $5,651+35.3% |