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 | $64,224 | $89,367-28.1% | $141,191-54.5% | $72,975-12.0% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 24.86% | 111.87%-87.0pp | 71.41%-46.5pp | 81.01%-56.1pp |
| Employer contribution / active EE | $1,925 | $3,115-38.2% | $4,736-59.4% | $2,440-21.1% |
| Participant deferral / active EE | $7,617 | $5,419+40.6% | $6,710+13.5% | $3,608+111.1% |
| Admin fee / account holder | $2,226 | $5,957-62.6% | $10,264-78.3% | $5,124-56.6% |