Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $64,835 | $93,589-30.7% | $135,942-52.3% | $75,181-13.8% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 23.82% | 30.90%-7.1pp | 68.28%-44.5pp | 160.69%-136.9pp |
| Employer contribution / active EE | $3,301 | $3,537-6.7% | $4,858-32.0% | $2,671+23.6% |
| Participant deferral / active EE | $6,929 | $6,405+8.2% | $7,759-10.7% | $4,126+67.9% |
| Admin fee / account holder | $2,922 | $6,977-58.1% | $10,764-72.9% | $5,650-48.3% |