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 | $73,929 | $73,988-0.1% | $96,538-23.4% | $75,177-1.7% |
| Participation rate | 97.6% | 66.4%+31.2pp | 74.3%+23.3pp | 67.2%+30.4pp |
| Annual return | 17.08% | 26.73%-9.7pp | 35.74%-18.7pp | 160.75%-143.7pp |
| Employer contribution / active EE | $5,963 | $2,930+103.5% | $3,740+59.4% | $2,671+123.2% |
| Participant deferral / active EE | $1,612 | $3,660-56.0% | $4,880-67.0% | $4,126-60.9% |
| Admin fee / account holder | $1,795 | $5,220-65.6% | $6,737-73.4% | $5,651-68.2% |