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 | $75,203 | $87,059-13.6% | $105,608-28.8% | $80,925-7.1% |
| Participation rate | 77.3% | 70.4%+6.9pp | 75.3%+2.0pp | 67.7%+9.7pp |
| Annual return | 14.76% | 17.05%-2.3pp | 116.50%-101.7pp | 35.65%-20.9pp |
| Employer contribution / active EE | $2,501 | $2,396+4.4% | $3,167-21.0% | $2,756-9.3% |
| Participant deferral / active EE | $4,022 | $3,986+0.9% | $5,010-19.7% | $4,299-6.4% |
| Admin fee / account holder | $12,181 | $8,443+44.3% | $11,028+10.5% | $6,940+75.5% |