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 | $73,069 | $99,875-26.8% | $146,866-50.2% | $86,983-16.0% |
| Participation rate | 90.4% | 75.8%+14.6pp | 82.5%+7.9pp | 69.5%+20.8pp |
| Annual return | 18.30% | 28.10%-9.8pp | 102.85%-84.6pp | 25.83%-7.5pp |
| Employer contribution / active EE | $2,583 | $3,224-19.9% | $4,425-41.6% | $2,584-0.1% |
| Participant deferral / active EE | $7,470 | $6,322+18.2% | $7,759-3.7% | $4,194+78.1% |
| Admin fee / account holder | $9,660 | $7,838+23.3% | $13,620-29.1% | $7,856+23.0% |