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 | $72,652 | $62,177+16.8% | $81,370-10.7% | $74,478-2.5% |
| Participation rate | 76.8% | 64.1%+12.7pp | 69.5%+7.2pp | 67.2%+9.6pp |
| Annual return | 12.14% | 16.62%-4.5pp | 24.85%-12.7pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $2,851 | $1,881+51.6% | $2,464+15.7% | $2,626+8.6% |
| Participant deferral / active EE | $3,945 | $3,219+22.5% | $3,885+1.5% | $4,350-9.3% |
| Admin fee / account holder | $5,025 | $1,927+160.8% | $5,749-12.6% | $1,946+158.2% |