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 | $78,956 | $72,273+9.2% | $101,275-22.0% | $79,856-1.1% |
| Participation rate | 95.1% | 68.5%+26.7pp | 75.8%+19.3pp | 69.6%+25.5pp |
| Annual return | 17.40% | 22.30%-4.9pp | 46.48%-29.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $4,578 | $2,691+70.1% | $3,660+25.1% | $2,471+85.2% |
| Participant deferral / active EE | $2,603 | $3,282-20.7% | $4,371-40.4% | $3,741-30.4% |
| Admin fee / account holder | $577 | $4,401-86.9% | $5,948-90.3% | $5,306-89.1% |