Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $60,326 | $125,797-52.0% | $170,057-64.5% | $75,177-19.8% |
| Participation rate | 78.8% | 83.6%-4.8pp | 87.0%-8.2pp | 67.2%+11.6pp |
| Annual return | 17.01% | 27.20%-10.2pp | 53.42%-36.4pp | 160.75%-143.7pp |
| Employer contribution / active EE | $1,778 | $4,616-61.5% | $6,790-73.8% | $2,671-33.4% |
| Participant deferral / active EE | $4,169 | $6,838-39.0% | $10,411-60.0% | $4,126+1.0% |
| Admin fee / account holder | $660 | $8,177-91.9% | $12,826-94.9% | $5,651-88.3% |