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 | $57,225 | $78,425-27.0% | $95,956-40.4% | $79,858-28.3% |
| Participation rate | 92.3% | 73.5%+18.8pp | 77.1%+15.2pp | 69.6%+22.7pp |
| Annual return | 11.24% | 19.37%-8.1pp | 91.63%-80.4pp | 31.72%-20.5pp |
| Employer contribution / active EE | $1,702 | $1,945-12.5% | $2,541-33.0% | $2,471-31.1% |
| Participant deferral / active EE | $11,090 | $3,440+222.4% | $4,167+166.2% | $3,740+196.5% |
| Admin fee / account holder | $17,897 | $5,622+218.3% | $6,797+163.3% | $5,306+237.3% |