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 | $72,332 | $108,825-33.5% | $156,181-53.7% | $82,448-12.3% |
| Participation rate | 91.9% | 72.4%+19.5pp | 78.8%+13.1pp | 68.1%+23.8pp |
| Annual return | 15.85% | 20.59%-4.7pp | 64.87%-49.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,999 | $2,870+4.5% | $4,294-30.1% | $2,551+17.6% |
| Participant deferral / active EE | $7,120 | $4,577+55.6% | $6,132+16.1% | $4,139+72.0% |
| Admin fee / account holder | $31,095 | $9,341+232.9% | $14,586+113.2% | $7,234+329.8% |