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 | $72,536 | $65,364+11.0% | $92,909-21.9% | $72,975-0.6% |
| Participation rate | 77.8% | 68.3%+9.5pp | 76.0%+1.8pp | 69.5%+8.3pp |
| Annual return | 17.81% | 42.11%-24.3pp | 109.44%-91.6pp | 81.01%-63.2pp |
| Employer contribution / active EE | $1,800 | $2,594-30.6% | $3,653-50.7% | $2,440-26.2% |
| Participant deferral / active EE | $3,134 | $3,128+0.2% | $4,238-26.0% | $3,608-13.1% |
| Admin fee / account holder | $2,523 | $4,251-40.6% | $5,795-56.5% | $5,124-50.8% |