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 | $88,144 | $176,786-50.1% | $146,643-39.9% | $167,536-47.4% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 11.87% | 24.04%-12.2pp | 22.75%-10.9pp | 478.82%-466.9pp |
| Employer contribution / active EE | $1,368 | $5,161-73.5% | $4,137-66.9% | $4,839-71.7% |
| Participant deferral / active EE | $3,715 | $6,440-42.3% | $5,506-32.5% | $6,342-41.4% |
| Admin fee / account holder | $14,449 | $13,262+9.0% | $10,280+40.6% | $12,315+17.3% |