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 | $68,063 | $71,534-4.9% | $98,462-30.9% | $71,529-4.8% |
| Participation rate | 95.0% | 72.7%+22.3pp | 75.2%+19.8pp | 67.9%+27.1pp |
| Annual return | 21.50% | 32.44%-10.9pp | 21.17%+0.3pp | 28.97%-7.5pp |
| Employer contribution / active EE | $2,236 | $2,399-6.8% | $3,049-26.7% | $2,590-13.7% |
| Participant deferral / active EE | $6,564 | $4,109+59.8% | $4,738+38.5% | $4,291+53.0% |
| Admin fee / account holder | $5,807 | $1,677+246.4% | $8,875-34.6% | $1,588+265.6% |