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 | $75,223 | $89,370-15.8% | $141,197-46.7% | $72,976+3.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.65% | 111.88%-90.2pp | 71.41%-49.8pp | 81.02%-59.4pp |
| Employer contribution / active EE | $2,077 | $3,115-33.3% | $4,736-56.2% | $2,440-14.9% |
| Participant deferral / active EE | $3,676 | $5,419-32.2% | $6,710-45.2% | $3,608+1.9% |
| Admin fee / account holder | $8,779 | $5,957+47.4% | $10,265-14.5% | $5,124+71.3% |