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 | $76,990 | $45,152+70.5% | $73,836+4.3% | $59,633+29.1% |
| Participation rate | 74.5% | 64.0%+10.5pp | 73.4%+1.1pp | 68.7%+5.8pp |
| Annual return | 0.03% | 27.40%-27.4pp | 2268.06%-2268.0pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $1,595 | $1,901-16.1% | $2,787-42.8% | $2,203-27.6% |
| Participant deferral / active EE | $4,700 | $2,573+82.7% | $3,583+31.2% | $3,192+47.3% |
| Admin fee / account holder | $6,071 | $3,515+72.7% | $4,882+24.4% | $4,297+41.3% |