Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $70,616 | $80,983-12.8% | $96,544-26.9% | $75,177-6.1% |
| Participation rate | 87.8% | 71.8%+16.0pp | 76.0%+11.8pp | 67.2%+20.6pp |
| Annual return | 16.96% | 27.05%-10.1pp | 25.88%-8.9pp | 160.75%-143.8pp |
| Employer contribution / active EE | $3,118 | $2,282+36.6% | $2,966+5.1% | $2,671+16.7% |
| Participant deferral / active EE | $7,213 | $3,929+83.6% | $4,851+48.7% | $4,126+74.8% |
| Admin fee / account holder | $8,254 | $6,717+22.9% | $8,2540% | $5,651+46.1% |