Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,718 | $99,875-30.2% | $146,866-52.5% | $86,983-19.8% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.5%+14.8pp | 69.5%+27.7pp |
| Annual return | 22.15% | 28.10%-5.9pp | 102.85%-80.7pp | 25.83%-3.7pp |
| Employer contribution / active EE | $4,176 | $3,224+29.5% | $4,425-5.6% | $2,584+61.6% |
| Participant deferral / active EE | $8,195 | $6,322+29.6% | $7,759+5.6% | $4,194+95.4% |
| Admin fee / account holder | $3,083 | $7,838-60.7% | $13,620-77.4% | $7,856-60.8% |