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 | $57,715 | $65,027-11.2% | $90,970-36.6% | $79,852-27.7% |
| Participation rate | 78.0% | 61.6%+16.4pp | 69.0%+9.0pp | 69.6%+8.4pp |
| Annual return | 15.39% | 30.45%-15.1pp | 134.58%-119.2pp | 31.72%-16.3pp |
| Employer contribution / active EE | $3,154 | $1,247+152.9% | $2,122+48.6% | $2,471+27.6% |
| Participant deferral / active EE | $7,081 | $2,512+181.9% | $3,373+109.9% | $3,740+89.3% |
| Admin fee / account holder | $3,923 | $4,535-13.5% | $5,960-34.2% | $5,306-26.1% |