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 | $75,971 | $93,617-18.8% | $135,982-44.1% | $75,177+1.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 26.01% | 30.89%-4.9pp | 68.32%-42.3pp | 160.75%-134.7pp |
| Employer contribution / active EE | $2,051 | $3,538-42.0% | $4,859-57.8% | $2,671-23.2% |
| Participant deferral / active EE | $4,163 | $6,406-35.0% | $7,760-46.4% | $4,126+0.9% |
| Admin fee / account holder | $2,160 | $6,980-69.0% | $10,767-79.9% | $5,651-61.8% |