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 | $89,505 | $110,337-18.9% | $102,383-12.6% | $145,877-38.6% |
| Participation rate | 86.4% | 77.9%+8.4pp | 74.5%+11.9pp | 80.3%+6.1pp |
| Annual return | 12.08% | 24.83%-12.8pp | 24.94%-12.9pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,617 | $4,216-61.6% | $3,870-58.2% | $4,663-65.3% |
| Participant deferral / active EE | $2,046 | $5,621-63.6% | $5,060-59.6% | $6,691-69.4% |
| Admin fee / account holder | $526 | $9,750-94.6% | $8,391-93.7% | $13,402-96.1% |