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 | $76,015 | $62,592+21.4% | $85,709-11.3% | $85,847-11.5% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.9%+10.1pp | 69.3%+10.7pp |
| Annual return | 14.80% | 23.77%-9.0pp | 21.49%-6.7pp | 318.61%-303.8pp |
| Employer contribution / active EE | $4,354 | $1,755+148.0% | $2,619+66.3% | $2,565+69.7% |
| Participant deferral / active EE | $3,506 | $2,802+25.1% | $3,924-10.6% | $3,952-11.3% |
| Admin fee / account holder | $2,935 | $4,643-36.8% | $6,876-57.3% | $6,261-53.1% |