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 | $74,999 | $67,602+10.9% | $82,312-8.9% | $70,126+6.9% |
| Participation rate | 83.0% | 72.8%+10.2pp | 76.9%+6.1pp | 69.5%+13.5pp |
| Annual return | 14.67% | 21.57%-6.9pp | 25.88%-11.2pp | 73.15%-58.5pp |
| Employer contribution / active EE | $1,244 | $1,755-29.1% | $2,428-48.8% | $2,343-46.9% |
| Participant deferral / active EE | $3,624 | $2,987+21.3% | $3,706-2.2% | $3,332+8.8% |
| Admin fee / account holder | $11,258 | $4,512+149.5% | $5,608+100.8% | $4,645+142.3% |