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 | $66,379 | $100,901-34.2% | $75,501-12.1% | $147,586-55.0% |
| Participation rate | 91.3% | 77.1%+14.2pp | 72.4%+18.9pp | 82.8%+8.5pp |
| Annual return | 8.80% | 35.78%-27.0pp | 27.35%-18.5pp | 578.59%-569.8pp |
| Employer contribution / active EE | $4,230 | $3,253+30.0% | $2,352+79.8% | $4,876-13.3% |
| Participant deferral / active EE | $4,168 | $4,027+3.5% | $3,142+32.6% | $5,439-23.4% |
| Admin fee / account holder | $1,110 | $11,285-90.2% | $5,801-80.9% | $10,886-89.8% |