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 | $75,905 | $52,580+44.4% | $71,671+5.9% | $70,124+8.2% |
| Participation rate | 98.4% | 60.9%+37.6pp | 68.7%+29.7pp | 69.5%+28.9pp |
| Annual return | 17.43% | 20.25%-2.8pp | 20.65%-3.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $15,623 | $1,616+866.9% | $2,460+535.1% | $2,342+566.9% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,762 | $3,653+85.1% | $5,558+21.6% | $4,645+45.6% |