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 | $67,248 | $70,486-4.6% | $100,528-33.1% | $79,852-15.8% |
| Participation rate | 97.8% | 73.6%+24.2pp | 79.4%+18.4pp | 69.6%+28.2pp |
| Annual return | 18.63% | 21.90%-3.3pp | 30.90%-12.3pp | 31.72%-13.1pp |
| Employer contribution / active EE | $3,227 | $2,165+49.1% | $3,419-5.6% | $2,471+30.6% |
| Participant deferral / active EE | $7,730 | $5,182+49.2% | $6,271+23.3% | $3,740+106.7% |
| Admin fee / account holder | $6,160 | $4,480+37.5% | $8,084-23.8% | $5,306+16.1% |