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 | $70,842 | $89,367-20.7% | $141,191-49.8% | $72,975-2.9% |
| Participation rate | 98.3% | 75.1%+23.1pp | 82.5%+15.8pp | 69.5%+28.8pp |
| Annual return | 25.91% | 111.87%-86.0pp | 71.41%-45.5pp | 81.01%-55.1pp |
| Employer contribution / active EE | $2,722 | $3,115-12.6% | $4,736-42.5% | $2,440+11.6% |
| Participant deferral / active EE | $4,611 | $5,419-14.9% | $6,710-31.3% | $3,608+27.8% |
| Admin fee / account holder | $1,750 | $5,957-70.6% | $10,264-83.0% | $5,124-65.9% |