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 | $74,615 | $87,106-14.3% | $105,607-29.3% | $80,935-7.8% |
| Participation rate | 98.3% | 70.4%+27.8pp | 75.3%+23.0pp | 67.7%+30.6pp |
| Annual return | 15.72% | 17.01%-1.3pp | 116.11%-100.4pp | 35.66%-19.9pp |
| Employer contribution / active EE | $2,323 | $2,396-3.1% | $3,167-26.6% | $2,757-15.7% |
| Participant deferral / active EE | $5,913 | $3,986+48.3% | $5,011+18.0% | $4,299+37.5% |
| Admin fee / account holder | $13,942 | $8,447+65.0% | $10,958+27.2% | $6,924+101.3% |