Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $66,387 | $76,642-13.4% | $146,866-54.8% | $65,306+1.7% |
| Participation rate | 92.7% | 61.2%+31.4pp | 82.5%+10.2pp | 57.7%+35.0pp |
| Annual return | 36.58% | 33.40%+3.2pp | 102.85%-66.3pp | 21.94%+14.6pp |
| Employer contribution / active EE | $3,734 | $2,621+42.5% | $4,425-15.6% | $1,967+89.8% |
| Participant deferral / active EE | $8,608 | $4,864+77.0% | $7,759+10.9% | $2,959+190.9% |
| Admin fee / account holder | $3,215 | $3,960-18.8% | $13,620-76.4% | $3,480-7.6% |