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 | $75,532 | $135,956-44.4% | $123,894-39.0% | $273,972-72.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 10.76% | 56.63%-45.9pp | 47.52%-36.8pp | 41.46%-30.7pp |
| Employer contribution / active EE | $5,954 | $5,170+15.2% | $4,617+29.0% | $4,869+22.3% |
| Participant deferral / active EE | $16,235 | $6,343+156.0% | $5,984+171.3% | $5,287+207.1% |
| Admin fee / account holder | $579 | $9,817-94.1% | $8,357-93.1% | $10,133-94.3% |