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 | $79,686 | $117,846-32.4% | $102,434-22.2% | $145,884-45.4% |
| Participation rate | 87.0% | 78.6%+8.3pp | 76.5%+10.4pp | 80.3%+6.7pp |
| Annual return | 13.57% | 31.90%-18.3pp | 29.46%-15.9pp | 551.85%-538.3pp |
| Employer contribution / active EE | $2,053 | $3,615-43.2% | $3,023-32.1% | $4,662-56.0% |
| Participant deferral / active EE | $3,848 | $5,733-32.9% | $5,055-23.9% | $6,690-42.5% |
| Admin fee / account holder | $2,326 | $13,356-82.6% | $9,462-75.4% | $13,392-82.6% |