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 | $76,035 | $89,370-14.9% | $141,197-46.2% | $72,976+4.2% |
| Participation rate | 70.5% | 75.1%-4.7pp | 82.5%-12.0pp | 69.5%+1.0pp |
| Annual return | 23.22% | 111.88%-88.7pp | 71.41%-48.2pp | 81.02%-57.8pp |
| Employer contribution / active EE | $1,646 | $3,115-47.2% | $4,736-65.2% | $2,440-32.5% |
| Participant deferral / active EE | $5,480 | $5,419+1.1% | $6,710-18.3% | $3,608+51.9% |
| Admin fee / account holder | $580 | $5,957-90.3% | $10,265-94.4% | $5,124-88.7% |