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 | $69,227 | $65,367+5.9% | $92,915-25.5% | $72,976-5.1% |
| Participation rate | 95.9% | 68.3%+27.6pp | 76.0%+19.9pp | 69.5%+26.4pp |
| Annual return | 21.81% | 42.11%-20.3pp | 109.45%-87.6pp | 81.02%-59.2pp |
| Employer contribution / active EE | $2,126 | $2,594-18.0% | $3,653-41.8% | $2,440-12.9% |
| Participant deferral / active EE | $2,270 | $3,128-27.4% | $4,238-46.4% | $3,608-37.1% |
| Admin fee / account holder | $1,162 | $4,251-72.7% | $5,796-80.0% | $5,124-77.3% |