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 | $73,670 | $70,430+4.6% | $96,572-23.7% | $85,851-14.2% |
| Participation rate | 74.0% | 61.8%+12.2pp | 69.8%+4.2pp | 69.3%+4.7pp |
| Annual return | 13.85% | 18.58%-4.7pp | 37.79%-23.9pp | 318.63%-304.8pp |
| Employer contribution / active EE | $1,548 | $1,413+9.5% | $2,357-34.3% | $2,565-39.7% |
| Participant deferral / active EE | $1,997 | $2,894-31.0% | $3,850-48.1% | $3,952-49.5% |
| Admin fee / account holder | $7,791 | $4,996+55.9% | $6,183+26.0% | $6,261+24.4% |