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 | $75,393 | $48,314+56.0% | $67,561+11.6% | $80,925-6.8% |
| Participation rate | 92.5% | 66.4%+26.1pp | 72.9%+19.6pp | 67.7%+24.9pp |
| Annual return | 13.23% | 18.28%-5.0pp | 3525.44%-3512.2pp | 35.65%-22.4pp |
| Employer contribution / active EE | $11,015 | $2,022+444.8% | $2,735+302.8% | $2,756+299.6% |
| Participant deferral / active EE | $9,427 | $2,927+222.1% | $4,003+135.5% | $4,299+119.3% |
| Admin fee / account holder | $2,025 | $3,690-45.1% | $4,006-49.4% | $6,940-70.8% |