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 | $59,018 | $91,439-35.5% | $135,974-56.6% | $71,511-17.5% |
| Participation rate | 96.9% | 75.7%+21.3pp | 81.9%+15.0pp | 67.9%+29.0pp |
| Annual return | 28.29% | 29.90%-1.6pp | 68.30%-40.0pp | 28.86%-0.6pp |
| Employer contribution / active EE | $4,727 | $3,705+27.6% | $4,859-2.7% | $2,589+82.6% |
| Participant deferral / active EE | $15,567 | $7,093+119.5% | $7,760+100.6% | $4,291+262.8% |
| Admin fee / account holder | $1,912 | $1,267+51.0% | $10,767-82.2% | $1,588+20.4% |