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 | $73,137 | $77,472-5.6% | $100,415-27.2% | $80,959-9.7% |
| Participation rate | 71.1% | 76.9%-5.8pp | 81.5%-10.4pp | 67.7%+3.4pp |
| Annual return | 19.64% | 37.26%-17.6pp | 49.47%-29.8pp | 35.67%-16.0pp |
| Employer contribution / active EE | $4,653 | $2,800+66.1% | $3,943+18.0% | $2,757+68.7% |
| Participant deferral / active EE | $11,588 | $6,818+70.0% | $8,091+43.2% | $4,300+169.5% |
| Admin fee / account holder | $8,875 | $5,885+50.8% | $7,906+12.3% | $6,925+28.1% |