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 | $60,138 | $65,367-8.0% | $92,915-35.3% | $72,976-17.6% |
| Participation rate | 74.1% | 68.3%+5.8pp | 76.0%-1.9pp | 69.5%+4.6pp |
| Annual return | 23.33% | 42.11%-18.8pp | 109.45%-86.1pp | 81.02%-57.7pp |
| Employer contribution / active EE | $2,236 | $2,594-13.8% | $3,653-38.8% | $2,440-8.4% |
| Participant deferral / active EE | $3,838 | $3,128+22.7% | $4,238-9.4% | $3,608+6.4% |
| Admin fee / account holder | $1,403 | $4,251-67.0% | $5,796-75.8% | $5,124-72.6% |