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 | $61,226 | $89,515-31.6% | $103,486-40.8% | $80,935-24.4% |
| Participation rate | 92.1% | 76.0%+16.1pp | 80.5%+11.6pp | 67.7%+24.5pp |
| Annual return | 17.97% | 22.82%-4.8pp | 23.93%-6.0pp | 35.66%-17.7pp |
| Employer contribution / active EE | $4,985 | $4,015+24.2% | $4,679+6.5% | $2,757+80.8% |
| Participant deferral / active EE | $10,566 | $5,463+93.4% | $6,628+59.4% | $4,299+145.7% |
| Admin fee / account holder | $2,981 | $6,527-54.3% | $9,354-68.1% | $6,924-56.9% |