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 | $58,275+24.2% | $81,844-11.6% | $80,935-10.6% |
| Participation rate | 75.0% | 63.5%+11.5pp | 72.4%+2.6pp | 67.7%+7.3pp |
| Annual return | 13.12% | 41.82%-28.7pp | 778.87%-765.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $2,323 | $2,346-1.0% | $2,916-20.4% | $2,757-15.7% |
| Participant deferral / active EE | $7,937 | $3,285+141.6% | $4,323+83.6% | $4,299+84.6% |
| Admin fee / account holder | $769 | $4,749-83.8% | $7,355-89.5% | $6,924-88.9% |