Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $69,469 | $91,198-23.8% | $178,503-61.1% | $79,856-13.0% |
| Participation rate | 77.8% | 69.2%+8.6pp | 81.9%-4.2pp | 69.6%+8.1pp |
| Annual return | 11.58% | 24.20%-12.6pp | 151.12%-139.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $2,324 | $3,257-28.6% | $5,011-53.6% | $2,471-6.0% |
| Participant deferral / active EE | $3,505 | $3,237+8.3% | $5,202-32.6% | $3,741-6.3% |
| Admin fee / account holder | $547 | $6,748-91.9% | $13,987-96.1% | $5,306-89.7% |