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 | $70,200 | $87,060-19.4% | $105,591-33.5% | $80,911-13.2% |
| Participation rate | 98.6% | 70.4%+28.2pp | 75.3%+23.3pp | 67.6%+31.0pp |
| Annual return | 14.85% | 17.05%-2.2pp | 116.43%-101.6pp | 35.63%-20.8pp |
| Employer contribution / active EE | $2,877 | $2,396+20.1% | $3,166-9.1% | $2,756+4.4% |
| Participant deferral / active EE | $5,922 | $3,986+48.6% | $5,008+18.2% | $4,297+37.8% |
| Admin fee / account holder | $7,432 | $8,442-12.0% | $11,024-32.6% | $6,935+7.2% |