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 | $75,242 | $86,298-12.8% | $111,308-32.4% | $85,847-12.4% |
| Participation rate | 90.0% | 73.3%+16.7pp | 77.3%+12.7pp | 69.3%+20.7pp |
| Annual return | 14.66% | 19.99%-5.3pp | 54.67%-40.0pp | 318.61%-303.9pp |
| Employer contribution / active EE | $2,534 | $2,044+24.0% | $2,732-7.2% | $2,565-1.2% |
| Participant deferral / active EE | $4,900 | $3,641+34.6% | $4,487+9.2% | $3,952+24.0% |
| Admin fee / account holder | $7,819 | $8,189-4.5% | $7,965-1.8% | $6,261+24.9% |