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 | $71,588 | $90,486-20.9% | $78,676-9.0% | $273,972-73.9% |
| Participation rate | 95.0% | 76.5%+18.5pp | 73.6%+21.4pp | 83.0%+12.0pp |
| Annual return | 3.15% | 75.62%-72.5pp | 62.19%-59.0pp | 41.46%-38.3pp |
| Employer contribution / active EE | $3,840 | $3,175+21.0% | $2,850+34.8% | $4,869-21.1% |
| Participant deferral / active EE | $2,509 | $3,901-35.7% | $3,517-28.7% | $5,287-52.6% |
| Admin fee / account holder | $7,096 | $5,263+34.8% | $4,510+57.3% | $10,133-30.0% |