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 | $70,944 | $94,031-24.6% | $115,768-38.7% | $82,448-14.0% |
| Participation rate | 90.5% | 70.4%+20.1pp | 74.4%+16.1pp | 68.1%+22.5pp |
| Annual return | 18.75% | 20.61%-1.9pp | 100.46%-81.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,050 | $2,323-11.8% | $2,940-30.3% | $2,551-19.7% |
| Participant deferral / active EE | $5,160 | $3,972+29.9% | $4,917+5.0% | $4,139+24.7% |
| Admin fee / account holder | $1,755 | $10,249-82.9% | $12,439-85.9% | $7,234-75.7% |