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 | $71,879 | $49,239+46.0% | $70,462+2.0% | $79,858-10.0% |
| Participation rate | 85.7% | 69.2%+16.5pp | 75.1%+10.7pp | 69.6%+16.1pp |
| Annual return | 7.85% | 30.08%-22.2pp | 109.08%-101.2pp | 31.72%-23.9pp |
| Employer contribution / active EE | $1,388 | $2,100-33.9% | $2,737-49.3% | $2,471-43.8% |
| Participant deferral / active EE | $3,361 | $2,769+21.4% | $3,710-9.4% | $3,740-10.2% |
| Admin fee / account holder | $21,780 | $2,876+657.2% | $3,845+466.4% | $5,306+310.5% |