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 | $73,919 | $67,602+9.3% | $82,312-10.2% | $70,126+5.4% |
| Participation rate | 91.3% | 72.8%+18.5pp | 76.9%+14.4pp | 69.5%+21.8pp |
| Annual return | 22.91% | 21.57%+1.3pp | 25.88%-3.0pp | 73.15%-50.2pp |
| Employer contribution / active EE | $2,752 | $1,755+56.8% | $2,428+13.3% | $2,343+17.5% |
| Participant deferral / active EE | $6,027 | $2,987+101.8% | $3,706+62.6% | $3,332+80.9% |
| Admin fee / account holder | $4,451 | $4,512-1.4% | $5,608-20.6% | $4,645-4.2% |