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 | $65,379 | $45,050+45.1% | $63,018+3.7% | $70,126-6.8% |
| Participation rate | 91.8% | 69.5%+22.3pp | 74.8%+17.0pp | 69.5%+22.3pp |
| Annual return | 16.79% | 18.76%-2.0pp | 87.62%-70.8pp | 73.15%-56.4pp |
| Employer contribution / active EE | $4,183 | $2,052+103.8% | $2,761+51.5% | $2,343+78.6% |
| Participant deferral / active EE | $3,724 | $2,466+51.0% | $3,330+11.8% | $3,332+11.8% |
| Admin fee / account holder | $3,425 | $2,834+20.9% | $3,601-4.9% | $4,645-26.3% |