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 | $62,447 | $67,602-7.6% | $82,312-24.1% | $70,126-11.0% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.9%+20.0pp | 69.5%+27.3pp |
| Annual return | 14.45% | 21.57%-7.1pp | 25.88%-11.4pp | 73.15%-58.7pp |
| Employer contribution / active EE | $2,840 | $1,755+61.8% | $2,428+17.0% | $2,343+21.2% |
| Participant deferral / active EE | $5,740 | $2,987+92.2% | $3,706+54.9% | $3,332+72.3% |
| Admin fee / account holder | $17,447 | $4,512+286.7% | $5,608+211.1% | $4,645+275.6% |