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 | $75,125 | $86,050-12.7% | $189,758-60.4% | $94,015-20.1% |
| Participation rate | 98.0% | 68.9%+29.1pp | 79.8%+18.2pp | 70.8%+27.2pp |
| Annual return | 15.77% | 17.77%-2.0pp | 52.62%-36.9pp | 17.84%-2.1pp |
| Employer contribution / active EE | $2,349 | $2,819-16.7% | $4,767-50.7% | $2,790-15.8% |
| Participant deferral / active EE | $4,306 | $3,349+28.6% | $5,856-26.5% | $4,249+1.3% |
| Admin fee / account holder | $12,198 | $6,627+84.1% | $20,388-40.2% | $8,951+36.3% |