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 | $74,579 | $81,476-8.5% | $102,383-27.2% | $80,925-7.8% |
| Participation rate | 74.7% | 66.8%+7.9pp | 74.5%+0.2pp | 67.7%+7.1pp |
| Annual return | 11.16% | 25.59%-14.4pp | 24.94%-13.8pp | 35.65%-24.5pp |
| Employer contribution / active EE | $2,647 | $3,105-14.8% | $3,870-31.6% | $2,756-4.0% |
| Participant deferral / active EE | $4,634 | $3,871+19.7% | $5,060-8.4% | $4,299+7.8% |
| Admin fee / account holder | $9,218 | $6,717+37.2% | $8,391+9.9% | $6,940+32.8% |