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 | $68,851 | $96,731-28.8% | $123,973-44.5% | $86,983-20.8% |
| Participation rate | 71.8% | 70.0%+1.8pp | 76.7%-4.8pp | 69.5%+2.3pp |
| Annual return | 17.16% | 17.33%-0.2pp | 388.13%-371.0pp | 25.83%-8.7pp |
| Employer contribution / active EE | $2,470 | $3,297-25.1% | $4,126-40.1% | $2,584-4.4% |
| Participant deferral / active EE | $4,780 | $4,152+15.1% | $5,247-8.9% | $4,194+14.0% |
| Admin fee / account holder | $2,276 | $8,722-73.9% | $11,799-80.7% | $7,856-71.0% |