Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $65,610 | $138,385-52.6% | $184,200-64.4% | $80,874-18.9% |
| Participation rate | 87.5% | 83.9%+3.6pp | 86.8%+0.7pp | 67.6%+19.9pp |
| Annual return | 45.82% | 20.02%+25.8pp | 28.80%+17.0pp | 35.62%+10.2pp |
| Employer contribution / active EE | $3,105 | $4,849-36.0% | $6,424-51.7% | $2,756+12.7% |
| Participant deferral / active EE | $6,859 | $7,073-3.0% | $9,132-24.9% | $4,297+59.6% |
| Admin fee / account holder | $1,602 | $10,483-84.7% | $13,907-88.5% | $6,935-76.9% |