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 | $70,142 | $93,598-25.1% | $135,974-48.4% | $75,173-6.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 18.23% | 30.89%-12.7pp | 68.30%-50.1pp | 160.72%-142.5pp |
| Employer contribution / active EE | $2,732 | $3,538-22.8% | $4,859-43.8% | $2,671+2.3% |
| Participant deferral / active EE | $5,670 | $6,405-11.5% | $7,760-26.9% | $4,126+37.4% |
| Admin fee / account holder | $8,080 | $6,978+15.8% | $10,767-24.9% | $5,651+43.0% |