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 | $77,066 | $106,864-27.9% | $147,318-47.7% | $82,637-6.7% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.1%+15.4pp | 68.1%+29.4pp |
| Annual return | 19.83% | 27.49%-7.7pp | 70.43%-50.6pp | 53.51%-33.7pp |
| Employer contribution / active EE | $5,061 | $3,417+48.1% | $4,593+10.2% | $2,552+98.3% |
| Participant deferral / active EE | $9,643 | $6,496+48.5% | $7,906+22.0% | $4,126+133.7% |
| Admin fee / account holder | $2,270 | $8,415-73.0% | $13,708-83.4% | $7,339-69.1% |