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 | $73,732 | $77,908-5.4% | $149,696-50.7% | $75,173-1.9% |
| Participation rate | 88.9% | 65.6%+23.3pp | 78.8%+10.1pp | 67.2%+21.7pp |
| Annual return | 13.44% | 31.73%-18.3pp | 134.46%-121.0pp | 160.72%-147.3pp |
| Employer contribution / active EE | $3,965 | $3,138+26.4% | $4,821-17.8% | $2,671+48.5% |
| Participant deferral / active EE | $7,919 | $3,411+132.2% | $5,682+39.4% | $4,126+91.9% |
| Admin fee / account holder | $15,423 | $5,950+159.2% | $13,212+16.7% | $5,651+172.9% |