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 | $70,717 | $81,276-13.0% | $155,574-54.5% | $80,925-12.6% |
| Participation rate | 94.9% | 66.2%+28.6pp | 78.2%+16.7pp | 67.7%+27.2pp |
| Annual return | 13.59% | 33.36%-19.8pp | 64.87%-51.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $2,550 | $3,103-17.8% | $4,676-45.5% | $2,756-7.5% |
| Participant deferral / active EE | $5,150 | $3,453+49.1% | $5,629-8.5% | $4,299+19.8% |
| Admin fee / account holder | $1,690 | $7,993-78.9% | $15,914-89.4% | $6,940-75.7% |