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 | $72,384 | $58,234+24.3% | $81,783-11.5% | $80,874-10.5% |
| Participation rate | 75.0% | 63.4%+11.6pp | 72.4%+2.6pp | 67.6%+7.4pp |
| Annual return | 13.12% | 41.70%-28.6pp | 775.05%-761.9pp | 35.62%-22.5pp |
| Employer contribution / active EE | $2,323 | $2,341-0.8% | $2,913-20.3% | $2,756-15.7% |
| Participant deferral / active EE | $7,937 | $3,283+141.8% | $4,320+83.7% | $4,297+84.7% |
| Admin fee / account holder | $769 | $4,982-84.6% | $7,380-89.6% | $6,935-88.9% |