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 | $62,819 | $56,287+11.6% | $80,977-22.4% | $62,881-0.1% |
| Participation rate | 81.1% | 68.9%+12.1pp | 75.8%+5.2pp | 69.3%+11.7pp |
| Annual return | 9.76% | 22.13%-12.4pp | 17.11%-7.3pp | 20.14%-10.4pp |
| Employer contribution / active EE | $4,574 | $1,943+135.4% | $3,715+23.1% | $2,281+100.6% |
| Participant deferral / active EE | $11,164 | $4,196+166.1% | $5,696+96.0% | $3,203+248.5% |
| Admin fee / account holder | $4,650 | $3,742+24.3% | $5,517-15.7% | $4,296+8.2% |