Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $74,510 | $68,852+8.2% | $120,524-38.2% | $80,925-7.9% |
| Participation rate | 72.0% | 61.6%+10.4pp | 71.9%+0.1pp | 67.7%+4.3pp |
| Annual return | 12.87% | 23.67%-10.8pp | 107.36%-94.5pp | 35.65%-22.8pp |
| Employer contribution / active EE | $3,585 | $2,063+73.7% | $3,469+3.3% | $2,756+30.1% |
| Participant deferral / active EE | $6,384 | $3,187+100.3% | $4,994+27.8% | $4,299+48.5% |
| Admin fee / account holder | $3,359 | $5,781-41.9% | $9,440-64.4% | $6,940-51.6% |