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 | $65,573 | $84,236-22.2% | $170,435-61.5% | $70,126-6.5% |
| Participation rate | 94.1% | 70.8%+23.3pp | 83.6%+10.5pp | 69.5%+24.6pp |
| Annual return | 15.32% | 23.06%-7.7pp | 205.94%-190.6pp | 73.15%-57.8pp |
| Employer contribution / active EE | $2,379 | $3,387-29.8% | $5,432-56.2% | $2,343+1.6% |
| Participant deferral / active EE | $5,240 | $3,086+69.8% | $4,939+6.1% | $3,332+57.3% |
| Admin fee / account holder | $2,493 | $5,698-56.3% | $13,881-82.0% | $4,645-46.3% |