Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $74,690 | $114,712-34.9% | $173,730-57.0% | $87,485-14.6% |
| Participation rate | 78.0% | 73.0%+5.0pp | 79.6%-1.6pp | 68.9%+9.1pp |
| Annual return | 22.42% | 20.18%+2.2pp | 19.96%+2.5pp | 26.06%-3.6pp |
| Employer contribution / active EE | $6,550 | $2,904+125.5% | $4,577+43.1% | $2,596+152.3% |
| Participant deferral / active EE | $7,173 | $4,642+54.5% | $6,326+13.4% | $4,274+67.8% |
| Admin fee / account holder | $3,772 | $10,210-63.1% | $17,523-78.5% | $7,775-51.5% |