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 | $76,416 | $101,950-25.0% | $125,529-39.1% | $86,983-12.1% |
| Participation rate | 81.9% | 70.2%+11.8pp | 74.7%+7.2pp | 69.5%+12.4pp |
| Annual return | 15.53% | 18.29%-2.8pp | 202.56%-187.0pp | 25.83%-10.3pp |
| Employer contribution / active EE | $2,194 | $2,358-7.0% | $3,058-28.2% | $2,584-15.1% |
| Participant deferral / active EE | $3,487 | $3,862-9.7% | $4,813-27.5% | $4,194-16.8% |
| Admin fee / account holder | $14,710 | $12,791+15.0% | $16,298-9.7% | $7,856+87.2% |