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 | $71,247 | $48,053+48.3% | $84,628-15.8% | $72,975-2.4% |
| Participation rate | 72.4% | 57.6%+14.8pp | 68.2%+4.2pp | 69.5%+2.9pp |
| Annual return | 22.87% | 37.39%-14.5pp | 258.80%-235.9pp | 81.01%-58.1pp |
| Employer contribution / active EE | $2,085 | $1,602+30.1% | $2,653-21.4% | $2,440-14.6% |
| Participant deferral / active EE | $4,196 | $2,681+56.5% | $3,900+7.6% | $3,608+16.3% |
| Admin fee / account holder | $410 | $3,395-87.9% | $4,914-91.7% | $5,124-92.0% |