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 | $72,934 | $95,404-23.6% | $113,397-35.7% | $82,637-11.7% |
| Participation rate | 93.2% | 72.8%+20.3pp | 76.5%+16.7pp | 68.1%+25.1pp |
| Annual return | 14.07% | 19.08%-5.0pp | 23.20%-9.1pp | 53.51%-39.4pp |
| Employer contribution / active EE | $5,017 | $2,307+117.5% | $2,977+68.5% | $2,552+96.6% |
| Participant deferral / active EE | $5,001 | $4,220+18.5% | $5,076-1.5% | $4,126+21.2% |
| Admin fee / account holder | $19,841 | $9,168+116.4% | $11,957+65.9% | $7,339+170.4% |