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 | $75,180 | $97,648-23.0% | $121,663-38.2% | $87,485-14.1% |
| Participation rate | 93.9% | 70.5%+23.5pp | 74.5%+19.4pp | 68.9%+25.0pp |
| Annual return | 35.99% | 18.03%+18.0pp | 147.54%-111.6pp | 26.06%+9.9pp |
| Employer contribution / active EE | $3,553 | $2,300+54.4% | $3,020+17.6% | $2,596+36.8% |
| Participant deferral / active EE | $6,656 | $3,923+69.7% | $4,887+36.2% | $4,274+55.7% |
| Admin fee / account holder | $423 | $11,100-96.2% | $14,289-97.0% | $7,775-94.6% |