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 | $71,759 | $80,763-11.1% | $102,412-29.9% | $74,459-3.6% |
| Participation rate | 73.0% | 65.7%+7.3pp | 74.5%-1.5pp | 67.2%+5.8pp |
| Annual return | 14.54% | 27.57%-13.0pp | 24.94%-10.4pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $1,733 | $3,160-45.2% | $3,870-55.2% | $2,626-34.0% |
| Participant deferral / active EE | $7,328 | $3,862+89.8% | $5,060+44.8% | $4,350+68.5% |
| Admin fee / account holder | $7,443 | $2,371+213.9% | $8,388-11.3% | $1,945+282.7% |