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 | $70,023 | $101,795-31.2% | $165,100-57.6% | $80,959-13.5% |
| Participation rate | 93.4% | 71.8%+21.6pp | 78.6%+14.8pp | 67.7%+25.8pp |
| Annual return | 36.31% | 16.73%+19.6pp | 70.21%-33.9pp | 35.67%+0.6pp |
| Employer contribution / active EE | $2,514 | $2,954-14.9% | $4,348-42.2% | $2,757-8.8% |
| Participant deferral / active EE | $5,652 | $4,476+26.3% | $6,035-6.3% | $4,300+31.4% |
| Admin fee / account holder | $1,338 | $8,221-83.7% | $12,696-89.5% | $6,925-80.7% |