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 | $73,894 | $78,707-6.1% | $117,861-37.3% | $70,126+5.4% |
| Participation rate | 73.8% | 73.2%+0.6pp | 79.7%-5.9pp | 69.5%+4.2pp |
| Annual return | 16.01% | 23.30%-7.3pp | 335.11%-319.1pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,142 | $2,223-48.6% | $3,786-69.8% | $2,343-51.3% |
| Participant deferral / active EE | $3,952 | $3,297+19.9% | $4,482-11.8% | $3,332+18.6% |
| Admin fee / account holder | $8,654 | $5,066+70.8% | $8,021+7.9% | $4,645+86.3% |