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 | $61,664 | $117,846-47.7% | $102,434-39.8% | $145,884-57.7% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 11.36% | 31.90%-20.5pp | 29.46%-18.1pp | 551.85%-540.5pp |
| Employer contribution / active EE | $865 | $3,615-76.1% | $3,023-71.4% | $4,662-81.4% |
| Participant deferral / active EE | $13,367 | $5,733+133.1% | $5,055+164.4% | $6,690+99.8% |
| Admin fee / account holder | $25,861 | $13,356+93.6% | $9,462+173.3% | $13,392+93.1% |