Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $69,070 | $192,829-64.2% | $142,516-51.5% | $139,487-50.5% |
| Participation rate | 94.7% | 81.4%+13.3pp | 76.8%+18.0pp | 80.3%+14.4pp |
| Annual return | 18.55% | 18.07%+0.5pp | 20.03%-1.5pp | 373.84%-355.3pp |
| Employer contribution / active EE | $5,432 | $5,808-6.5% | $4,849+12.0% | $4,755+14.2% |
| Participant deferral / active EE | $6,536 | $7,200-9.2% | $6,280+4.1% | $6,713-2.6% |
| Admin fee / account holder | $457 | $15,120-97.0% | $10,008-95.4% | $11,407-96.0% |