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 | $77,504 | $78,690-1.5% | $161,489-52.0% | $87,485-11.4% |
| Participation rate | 97.8% | 67.5%+30.4pp | 78.7%+19.1pp | 68.9%+28.9pp |
| Annual return | 17.64% | 32.74%-15.1pp | 89.72%-72.1pp | 26.06%-8.4pp |
| Employer contribution / active EE | $6,921 | $2,588+167.4% | $4,268+62.2% | $2,596+166.6% |
| Participant deferral / active EE | $7,743 | $3,311+133.9% | $5,630+37.5% | $4,274+81.2% |
| Admin fee / account holder | $368 | $6,724-94.5% | $16,006-97.7% | $7,775-95.3% |