Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $72,539 | $48,053+51.0% | $84,623-14.3% | $72,983-0.6% |
| Participation rate | 97.4% | 57.6%+39.8pp | 68.2%+29.1pp | 69.5%+27.9pp |
| Annual return | 22.42% | 37.39%-15.0pp | 258.77%-236.4pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,813 | $1,602+13.2% | $2,652-31.6% | $2,440-25.7% |
| Participant deferral / active EE | $3,478 | $2,681+29.7% | $3,899-10.8% | $3,608-3.6% |
| Admin fee / account holder | $960 | $3,395-71.7% | $4,913-80.5% | $5,124-81.3% |