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 | $73,461 | $81,358-9.7% | $155,556-52.8% | $80,959-9.3% |
| Participation rate | 93.3% | 66.3%+27.1pp | 78.2%+15.1pp | 67.7%+25.7pp |
| Annual return | 13.59% | 33.39%-19.8pp | 64.84%-51.2pp | 35.67%-22.1pp |
| Employer contribution / active EE | $4,334 | $3,106+39.5% | $4,675-7.3% | $2,757+57.2% |
| Participant deferral / active EE | $5,724 | $3,455+65.7% | $5,631+1.7% | $4,300+33.1% |
| Admin fee / account holder | $3,141 | $7,994-60.7% | $15,885-80.2% | $6,925-54.6% |