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 | $77,027 | $99,053-22.2% | $88,179-12.6% | $138,895-44.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.1%+16.6pp | 79.9%+5.8pp |
| Annual return | 15.64% | 78.17%-62.5pp | 64.97%-49.3pp | 145.39%-129.8pp |
| Employer contribution / active EE | $3,546 | $2,882+23.0% | $2,549+39.1% | $4,194-15.5% |
| Participant deferral / active EE | $5,676 | $5,225+8.6% | $4,614+23.0% | $6,396-11.3% |
| Admin fee / account holder | $6,140 | $8,748-29.8% | $7,673-20.0% | $12,562-51.1% |