Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $68,699 | $101,618-32.4% | $93,063-26.2% | $137,256-49.9% |
| Participation rate | 72.7% | 74.9%-2.2pp | 72.1%+0.6pp | 80.0%-7.2pp |
| Annual return | 17.85% | 223.95%-206.1pp | 34.15%-16.3pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,896 | $2,707+7.0% | $2,476+17.0% | $4,156-30.3% |
| Participant deferral / active EE | $5,370 | $4,279+25.5% | $3,958+35.7% | $6,407-16.2% |
| Admin fee / account holder | $1,980 | $6,198-68.1% | $6,033-67.2% | $12,270-83.9% |