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 | $73,102 | $51,207+42.8% | $70,565+3.6% | $75,177-2.8% |
| Participation rate | 96.9% | 61.0%+35.9pp | 68.4%+28.5pp | 67.2%+29.7pp |
| Annual return | 14.61% | 30.05%-15.4pp | 32.79%-18.2pp | 160.75%-146.1pp |
| Employer contribution / active EE | $5,119 | $1,826+180.3% | $2,976+72.0% | $2,671+91.7% |
| Participant deferral / active EE | $2,200 | $2,850-22.8% | $4,568-51.8% | $4,126-46.7% |
| Admin fee / account holder | $3,697 | $4,097-9.8% | $6,430-42.5% | $5,651-34.6% |