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 | $79,800 | $68,852+15.9% | $120,524-33.8% | $80,925-1.4% |
| Participation rate | 78.3% | 61.6%+16.7pp | 71.9%+6.4pp | 67.7%+10.7pp |
| Annual return | 23.63% | 23.67%0pp | 107.36%-83.7pp | 35.65%-12.0pp |
| Employer contribution / active EE | $3,445 | $2,063+67.0% | $3,469-0.7% | $2,756+25.0% |
| Participant deferral / active EE | $6,962 | $3,187+118.5% | $4,994+39.4% | $4,299+62.0% |
| Admin fee / account holder | $4,998 | $5,781-13.5% | $9,440-47.1% | $6,940-28.0% |