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 | $58,507 | $57,590+1.6% | $86,233-32.2% | $82,448-29.0% |
| Participation rate | 96.0% | 57.9%+38.1pp | 69.0%+27.0pp | 68.1%+27.9pp |
| Annual return | 19.23% | 22.41%-3.2pp | 61.39%-42.2pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,312 | $1,655+39.7% | $2,504-7.7% | $2,551-9.3% |
| Participant deferral / active EE | $4,558 | $3,080+48.0% | $4,5590% | $4,139+10.1% |
| Admin fee / account holder | $9,694 | $4,730+104.9% | $8,342+16.2% | $7,234+34.0% |