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 | $74,382 | $86,938-14.4% | $102,423-27.4% | $80,925-8.1% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.7%+30.0pp |
| Annual return | 12.00% | 18.89%-6.9pp | 29.42%-17.4pp | 35.65%-23.7pp |
| Employer contribution / active EE | $3,212 | $2,369+35.6% | $3,023+6.2% | $2,756+16.5% |
| Participant deferral / active EE | $7,068 | $4,120+71.5% | $5,054+39.8% | $4,299+64.4% |
| Admin fee / account holder | $14,096 | $8,053+75.1% | $9,455+49.1% | $6,940+103.1% |