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 | $75,936 | $72,269+5.1% | $101,271-25.0% | $79,852-4.9% |
| Participation rate | 75.9% | 68.5%+7.4pp | 75.8%+0.1pp | 69.6%+6.2pp |
| Annual return | 22.58% | 22.29%+0.3pp | 46.48%-23.9pp | 31.72%-9.1pp |
| Employer contribution / active EE | $735 | $2,692-72.7% | $3,660-79.9% | $2,471-70.3% |
| Participant deferral / active EE | $3,427 | $3,282+4.4% | $4,371-21.6% | $3,740-8.4% |
| Admin fee / account holder | $670 | $4,401-84.8% | $5,948-88.7% | $5,306-87.4% |