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 | $69,104 | $110,337-37.4% | $102,383-32.5% | $145,877-52.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 11.39% | 24.83%-13.4pp | 24.94%-13.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,170 | $4,216-72.2% | $3,870-69.8% | $4,663-74.9% |
| Participant deferral / active EE | $2,763 | $5,621-50.8% | $5,060-45.4% | $6,691-58.7% |
| Admin fee / account holder | $1,185 | $9,750-87.8% | $8,391-85.9% | $13,402-91.2% |