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 | $75,503 | $57,057+32.3% | $85,009-11.2% | $80,874-6.6% |
| Participation rate | 73.8% | 56.4%+17.4pp | 67.5%+6.2pp | 67.6%+6.1pp |
| Annual return | 19.55% | 21.66%-2.1pp | 66.47%-46.9pp | 35.62%-16.1pp |
| Employer contribution / active EE | $2,429 | $1,799+35.0% | $2,728-11.0% | $2,756-11.9% |
| Participant deferral / active EE | $7,201 | $3,112+131.4% | $4,522+59.3% | $4,297+67.6% |
| Admin fee / account holder | $5,972 | $4,986+19.8% | $6,153-2.9% | $6,935-13.9% |