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 | $63,742 | $79,961-20.3% | $98,462-35.3% | $75,177-15.2% |
| Participation rate | 88.0% | 70.4%+17.6pp | 75.2%+12.8pp | 67.2%+20.7pp |
| Annual return | 18.34% | 19.75%-1.4pp | 21.17%-2.8pp | 160.75%-142.4pp |
| Employer contribution / active EE | $4,431 | $2,264+95.7% | $3,049+45.3% | $2,671+65.9% |
| Participant deferral / active EE | $4,679 | $3,753+24.7% | $4,738-1.3% | $4,126+13.4% |
| Admin fee / account holder | $3,157 | $6,842-53.9% | $8,875-64.4% | $5,651-44.1% |