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 | $78,333 | $83,485-6.2% | $125,195-37.4% | $72,976+7.3% |
| Participation rate | 77.3% | 73.3%+4.0pp | 79.8%-2.5pp | 69.5%+7.8pp |
| Annual return | 24.51% | 25.77%-1.3pp | 43.79%-19.3pp | 81.02%-56.5pp |
| Employer contribution / active EE | $838 | $2,346-64.3% | $3,866-78.3% | $2,440-65.6% |
| Participant deferral / active EE | $3,747 | $3,586+4.5% | $4,937-24.1% | $3,608+3.9% |
| Admin fee / account holder | $18,269 | $5,518+231.1% | $9,704+88.3% | $5,124+256.5% |