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 | $70,068 | $93,598-25.1% | $135,974-48.5% | $75,173-6.8% |
| Participation rate | 80.4% | 75.2%+5.2pp | 81.9%-1.6pp | 67.2%+13.2pp |
| Annual return | 23.94% | 30.89%-6.9pp | 68.30%-44.4pp | 160.72%-136.8pp |
| Employer contribution / active EE | $4,697 | $3,538+32.8% | $4,859-3.3% | $2,671+75.9% |
| Participant deferral / active EE | $11,225 | $6,405+75.2% | $7,760+44.6% | $4,126+172.0% |
| Admin fee / account holder | $8,647 | $6,978+23.9% | $10,767-19.7% | $5,651+53.0% |