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 | $65,240 | $94,031-30.6% | $115,768-43.6% | $82,448-20.9% |
| Participation rate | 94.4% | 70.4%+24.0pp | 74.4%+20.1pp | 68.1%+26.4pp |
| Annual return | 28.25% | 20.61%+7.6pp | 100.46%-72.2pp | 41.64%-13.4pp |
| Employer contribution / active EE | $2,434 | $2,323+4.8% | $2,940-17.2% | $2,551-4.6% |
| Participant deferral / active EE | $4,822 | $3,972+21.4% | $4,917-1.9% | $4,139+16.5% |
| Admin fee / account holder | $1,302 | $10,249-87.3% | $12,439-89.5% | $7,234-82.0% |