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 | $68,958 | $57,541+19.8% | $95,740-28.0% | $75,173-8.3% |
| Participation rate | 76.2% | 62.5%+13.7pp | 72.3%+3.9pp | 67.2%+9.0pp |
| Annual return | 14.26% | 34.93%-20.7pp | 28.41%-14.2pp | 160.72%-146.5pp |
| Employer contribution / active EE | $678 | $1,808-62.5% | $2,836-76.1% | $2,671-74.6% |
| Participant deferral / active EE | $1,727 | $3,074-43.8% | $4,244-59.3% | $4,126-58.2% |
| Admin fee / account holder | $22,782 | $4,099+455.8% | $5,676+301.3% | $5,651+303.2% |