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 | $71,955 | $87,733-18.0% | $106,555-32.5% | $85,847-16.2% |
| Participation rate | 96.7% | 71.9%+24.7pp | 76.1%+20.5pp | 69.3%+27.3pp |
| Annual return | 14.87% | 21.86%-7.0pp | 26.80%-11.9pp | 318.61%-303.7pp |
| Employer contribution / active EE | $4,391 | $2,073+111.8% | $2,819+55.7% | $2,565+71.2% |
| Participant deferral / active EE | $4,420 | $3,469+27.4% | $4,399+0.5% | $3,952+11.8% |
| Admin fee / account holder | $1,664 | $6,767-75.4% | $7,408-77.5% | $6,261-73.4% |