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 | $75,656 | $78,705-3.9% | $117,860-35.8% | $70,124+7.9% |
| Participation rate | 91.2% | 73.2%+18.0pp | 79.7%+11.5pp | 69.5%+21.6pp |
| Annual return | 23.34% | 23.30%0pp | 335.10%-311.8pp | 73.14%-49.8pp |
| Employer contribution / active EE | $2,141 | $2,223-3.7% | $3,786-43.5% | $2,342-8.6% |
| Participant deferral / active EE | $4,523 | $3,297+37.2% | $4,482+0.9% | $3,332+35.8% |
| Admin fee / account holder | $8,814 | $5,065+74.0% | $8,021+9.9% | $4,645+89.7% |