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 | $73,045 | $80,985-9.8% | $96,576-24.4% | $75,181-2.8% |
| Participation rate | 74.4% | 71.8%+2.6pp | 76.0%-1.6pp | 67.2%+7.2pp |
| Annual return | 14.56% | 27.05%-12.5pp | 25.87%-11.3pp | 160.69%-146.1pp |
| Employer contribution / active EE | $1,359 | $2,282-40.4% | $2,965-54.1% | $2,671-49.1% |
| Participant deferral / active EE | $2,931 | $3,929-25.4% | $4,851-39.6% | $4,126-29.0% |
| Admin fee / account holder | $12,397 | $6,719+84.5% | $8,253+50.2% | $5,650+119.4% |