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 | $75,864 | $91,086-16.7% | $203,872-62.8% | $86,983-12.8% |
| Participation rate | 92.3% | 65.8%+26.5pp | 77.8%+14.5pp | 69.5%+22.8pp |
| Annual return | 14.15% | 22.30%-8.1pp | 85.11%-71.0pp | 25.83%-11.7pp |
| Employer contribution / active EE | $2,474 | $2,063+19.9% | $3,757-34.2% | $2,584-4.3% |
| Participant deferral / active EE | $4,673 | $4,019+16.3% | $6,388-26.8% | $4,194+11.4% |
| Admin fee / account holder | $4,869 | $8,987-45.8% | $11,730-58.5% | $7,856-38.0% |