Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,096 | $114,119-41.2% | $107,187-37.4% | $138,895-51.7% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.0%+20.0pp | 79.9%+15.1pp |
| Annual return | 15.29% | 273.21%-257.9pp | 204.55%-189.3pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,434 | $4,059-40.0% | $3,782-35.6% | $4,194-42.0% |
| Participant deferral / active EE | $4,790 | $5,538-13.5% | $5,096-6.0% | $6,396-25.1% |
| Admin fee / account holder | $4,711 | $10,024-53.0% | $9,162-48.6% | $12,562-62.5% |