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 | $62,400 | $76,551-18.5% | $123,894-49.6% | $62,881-0.8% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 9.67% | 18.68%-9.0pp | 47.52%-37.8pp | 20.14%-10.5pp |
| Employer contribution / active EE | $5,630 | $2,882+95.3% | $4,617+21.9% | $2,281+146.8% |
| Participant deferral / active EE | $9,593 | $4,840+98.2% | $5,984+60.3% | $3,203+199.5% |
| Admin fee / account holder | $5,277 | $4,826+9.3% | $8,357-36.9% | $4,296+22.8% |