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 | $77,013 | $78,423-1.8% | $95,964-19.7% | $79,856-3.6% |
| Participation rate | 73.3% | 73.5%-0.2pp | 77.1%-3.8pp | 69.6%+3.7pp |
| Annual return | 11.58% | 19.37%-7.8pp | 91.64%-80.1pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,534 | $1,945-21.2% | $2,541-39.7% | $2,471-37.9% |
| Participant deferral / active EE | $3,671 | $3,440+6.7% | $4,167-11.9% | $3,741-1.8% |
| Admin fee / account holder | $70,784 | $5,622+1159.1% | $6,797+941.4% | $5,306+1233.9% |