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 | $70,143 | $73,787-4.9% | $98,716-28.9% | $82,448-14.9% |
| Participation rate | 96.8% | 61.4%+35.4pp | 69.3%+27.5pp | 68.1%+28.7pp |
| Annual return | 16.27% | 18.57%-2.3pp | 31.81%-15.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $5,586 | $1,511+269.6% | $2,279+145.2% | $2,551+119.0% |
| Participant deferral / active EE | $4,164 | $3,081+35.1% | $4,048+2.9% | $4,139+0.6% |
| Admin fee / account holder | $1,638 | $6,500-74.8% | $8,703-81.2% | $7,234-77.4% |