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 | $65,112 | $71,353-8.7% | $92,805-29.8% | $86,983-25.1% |
| Participation rate | 73.3% | 80.9%-7.5pp | 83.5%-10.2pp | 69.5%+3.8pp |
| Annual return | 14.94% | 44.68%-29.7pp | 31.59%-16.6pp | 25.83%-10.9pp |
| Employer contribution / active EE | $2,256 | $2,468-8.6% | $3,424-34.1% | $2,584-12.7% |
| Participant deferral / active EE | $4,492 | $6,966-35.5% | $8,448-46.8% | $4,194+7.1% |
| Admin fee / account holder | $20,499 | $6,099+236.1% | $10,911+87.9% | $7,856+160.9% |