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 | $79,746 | $124,346-35.9% | $111,308-28.4% | $167,536-52.4% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 15.70% | 37.45%-21.7pp | 54.67%-39.0pp | 478.82%-463.1pp |
| Employer contribution / active EE | $3,007 | $3,437-12.5% | $2,732+10.1% | $4,839-37.9% |
| Participant deferral / active EE | $4,415 | $5,182-14.8% | $4,487-1.6% | $6,342-30.4% |
| Admin fee / account holder | $1,874 | $10,621-82.4% | $7,965-76.5% | $12,315-84.8% |