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 | $68,010 | $91,167-25.4% | $178,498-61.9% | $79,858-14.8% |
| Participation rate | 76.3% | 69.2%+7.1pp | 81.9%-5.6pp | 69.6%+6.7pp |
| Annual return | 31.78% | 24.19%+7.6pp | 151.09%-119.3pp | 31.72%+0.1pp |
| Employer contribution / active EE | $2,665 | $3,255-18.1% | $5,011-46.8% | $2,471+7.8% |
| Participant deferral / active EE | $2,868 | $3,236-11.4% | $5,202-44.9% | $3,740-23.3% |
| Admin fee / account holder | $2,976 | $6,747-55.9% | $13,985-78.7% | $5,306-43.9% |