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 | $63,430 | $60,349+5.1% | $74,184-14.5% | $62,881+0.9% |
| Participation rate | 93.8% | 72.7%+21.0pp | 76.6%+17.1pp | 69.3%+24.4pp |
| Annual return | 17.02% | 21.38%-4.4pp | 17.74%-0.7pp | 20.14%-3.1pp |
| Employer contribution / active EE | $2,376 | $1,680+41.4% | $2,370+0.3% | $2,281+4.2% |
| Participant deferral / active EE | $2,658 | $2,856-6.9% | $3,550-25.1% | $3,203-17.0% |
| Admin fee / account holder | $1,324 | $4,261-68.9% | $5,586-76.3% | $4,296-69.2% |