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 | $73,701 | $148,629-50.4% | $135,982-45.8% | $139,487-47.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.00% | 79.33%-63.3pp | 68.32%-52.3pp | 373.84%-357.8pp |
| Employer contribution / active EE | $3,655 | $5,247-30.3% | $4,859-24.8% | $4,755-23.1% |
| Participant deferral / active EE | $9,724 | $8,102+20.0% | $7,760+25.3% | $6,713+44.9% |
| Admin fee / account holder | $10,440 | $12,406-15.8% | $10,767-3.0% | $11,407-8.5% |