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 | $60,017 | $83,485-28.1% | $125,195-52.1% | $72,976-17.8% |
| Participation rate | 97.6% | 73.3%+24.3pp | 79.8%+17.8pp | 69.5%+28.1pp |
| Annual return | 20.86% | 25.77%-4.9pp | 43.79%-22.9pp | 81.02%-60.2pp |
| Employer contribution / active EE | $6,125 | $2,346+161.1% | $3,866+58.4% | $2,440+151.0% |
| Participant deferral / active EE | $2,919 | $3,586-18.6% | $4,937-40.9% | $3,608-19.1% |
| Admin fee / account holder | $2,292 | $5,518-58.5% | $9,704-76.4% | $5,124-55.3% |