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 | $71,291 | $124,351-42.7% | $109,188-34.7% | $167,553-57.5% |
| Participation rate | 79.2% | 79.4%-0.3pp | 75.9%+3.3pp | 82.1%-2.9pp |
| Annual return | 23.54% | 26.04%-2.5pp | 25.76%-2.2pp | 478.89%-455.3pp |
| Employer contribution / active EE | $11,802 | $4,210+180.4% | $3,723+217.0% | $4,840+143.9% |
| Participant deferral / active EE | $4,913 | $5,257-6.5% | $4,654+5.6% | $6,343-22.5% |
| Admin fee / account holder | $12,556 | $7,975+57.4% | $6,755+85.9% | $12,316+1.9% |