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 | $72,325 | $48,327+49.7% | $67,575+7.0% | $80,935-10.6% |
| Participation rate | 75.5% | 66.4%+9.1pp | 72.9%+2.6pp | 67.7%+7.8pp |
| Annual return | 16.98% | 18.31%-1.3pp | 3528.98%-3512.0pp | 35.66%-18.7pp |
| Employer contribution / active EE | $794 | $2,022-60.7% | $2,736-71.0% | $2,757-71.2% |
| Participant deferral / active EE | $2,500 | $2,927-14.6% | $4,003-37.6% | $4,299-41.9% |
| Admin fee / account holder | $2,676 | $3,692-27.5% | $3,993-33.0% | $6,924-61.4% |