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 | $70,189 | $94,436-25.7% | $115,599-39.3% | $82,637-15.1% |
| Participation rate | 88.8% | 70.4%+18.3pp | 74.3%+14.5pp | 68.1%+20.7pp |
| Annual return | 16.66% | 18.37%-1.7pp | 111.10%-94.4pp | 53.51%-36.8pp |
| Employer contribution / active EE | $3,078 | $2,324+32.5% | $2,955+4.1% | $2,552+20.6% |
| Participant deferral / active EE | $4,525 | $3,955+14.4% | $4,889-7.5% | $4,126+9.7% |
| Admin fee / account holder | $17,047 | $10,328+65.1% | $12,841+32.8% | $7,339+132.3% |