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 | $74,687 | $88,360-15.5% | $145,433-48.6% | $67,986+9.9% |
| Participation rate | 72.1% | 65.5%+6.6pp | 82.1%-10.0pp | 57.2%+14.9pp |
| Annual return | 18.72% | 63.15%-44.4pp | 66.58%-47.9pp | 31.67%-12.9pp |
| Employer contribution / active EE | $2,916 | $3,054-4.5% | $4,554-36.0% | $2,019+44.5% |
| Participant deferral / active EE | $6,386 | $5,932+7.7% | $7,897-19.1% | $3,358+90.2% |
| Admin fee / account holder | $2,429 | $3,313-26.7% | $13,129-81.5% | $3,203-24.2% |