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 | $72,290 | $55,457+30.4% | $77,361-6.6% | $94,015-23.1% |
| Participation rate | 84.9% | 69.8%+15.1pp | 75.0%+9.9pp | 70.8%+14.1pp |
| Annual return | 10.96% | 15.57%-4.6pp | 1011.54%-1000.6pp | 17.84%-6.9pp |
| Employer contribution / active EE | $2,448 | $2,255+8.6% | $2,990-18.1% | $2,790-12.3% |
| Participant deferral / active EE | $6,201 | $3,069+102.0% | $3,911+58.6% | $4,249+45.9% |
| Admin fee / account holder | $2,502 | $4,334-42.3% | $5,894-57.5% | $8,951-72.0% |