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 | $72,093 | $85,024-15.2% | $70,544+2.2% | $139,466-48.3% |
| Participation rate | 78.6% | 73.9%+4.7pp | 68.4%+10.2pp | 80.3%-1.8pp |
| Annual return | 14.79% | 30.39%-15.6pp | 32.79%-18.0pp | 373.66%-358.9pp |
| Employer contribution / active EE | $3,082 | $3,912-21.2% | $2,976+3.6% | $4,754-35.2% |
| Participant deferral / active EE | $5,010 | $5,891-15.0% | $4,568+9.7% | $6,712-25.4% |
| Admin fee / account holder | $1,573 | $8,928-82.4% | $6,427-75.5% | $11,409-86.2% |