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 | $78,321 | $93,589-16.3% | $135,942-42.4% | $75,181+4.2% |
| Participation rate | 93.1% | 75.2%+17.9pp | 81.9%+11.2pp | 67.2%+25.9pp |
| Annual return | 17.10% | 30.90%-13.8pp | 68.28%-51.2pp | 160.69%-143.6pp |
| Employer contribution / active EE | $4,361 | $3,537+23.3% | $4,858-10.2% | $2,671+63.3% |
| Participant deferral / active EE | $9,570 | $6,405+49.4% | $7,759+23.3% | $4,126+131.9% |
| Admin fee / account holder | $3,875 | $6,977-44.5% | $10,764-64.0% | $5,650-31.4% |