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 | $72,053 | $87,106-17.3% | $105,607-31.8% | $80,935-11.0% |
| Participation rate | 82.3% | 70.4%+11.8pp | 75.3%+7.0pp | 67.7%+14.6pp |
| Annual return | 13.09% | 17.01%-3.9pp | 116.11%-103.0pp | 35.66%-22.6pp |
| Employer contribution / active EE | $2,720 | $2,396+13.5% | $3,167-14.1% | $2,757-1.3% |
| Participant deferral / active EE | $4,441 | $3,986+11.4% | $5,011-11.4% | $4,299+3.3% |
| Admin fee / account holder | $7,922 | $8,447-6.2% | $10,958-27.7% | $6,924+14.4% |