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 | $69,695 | $73,940-5.7% | $96,496-27.8% | $75,173-7.3% |
| Participation rate | 96.4% | 66.4%+30.0pp | 74.3%+22.1pp | 67.2%+29.2pp |
| Annual return | 21.10% | 26.71%-5.6pp | 35.70%-14.6pp | 160.65%-139.6pp |
| Employer contribution / active EE | $2,036 | $2,929-30.5% | $3,738-45.5% | $2,670-23.8% |
| Participant deferral / active EE | $5,457 | $3,659+49.1% | $4,879+11.9% | $4,126+32.3% |
| Admin fee / account holder | $5,426 | $5,216+4.0% | $6,731-19.4% | $5,651-4.0% |