Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $78,025 | $93,598-16.6% | $135,974-42.6% | $75,173+3.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 20.92% | 30.89%-10.0pp | 68.30%-47.4pp | 160.72%-139.8pp |
| Employer contribution / active EE | $4,374 | $3,538+23.6% | $4,859-10.0% | $2,671+63.8% |
| Participant deferral / active EE | $10,493 | $6,405+63.8% | $7,760+35.2% | $4,126+154.3% |
| Admin fee / account holder | $4,335 | $6,978-37.9% | $10,767-59.7% | $5,651-23.3% |