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 | $70,122 | $81,358-13.8% | $155,556-54.9% | $80,959-13.4% |
| Participation rate | 97.1% | 66.3%+30.9pp | 78.2%+18.9pp | 67.7%+29.5pp |
| Annual return | 22.58% | 33.39%-10.8pp | 64.84%-42.3pp | 35.67%-13.1pp |
| Employer contribution / active EE | $1,812 | $3,106-41.7% | $4,675-61.2% | $2,757-34.3% |
| Participant deferral / active EE | $3,916 | $3,455+13.3% | $5,631-30.5% | $4,300-8.9% |
| Admin fee / account holder | $706 | $7,994-91.2% | $15,885-95.6% | $6,925-89.8% |