Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $76,332 | $106,864-28.6% | $147,318-48.2% | $82,637-7.6% |
| Participation rate | 85.5% | 75.5%+9.9pp | 82.1%+3.4pp | 68.1%+17.4pp |
| Annual return | 18.68% | 27.49%-8.8pp | 70.43%-51.8pp | 53.51%-34.8pp |
| Employer contribution / active EE | $3,625 | $3,417+6.1% | $4,593-21.1% | $2,552+42.0% |
| Participant deferral / active EE | $8,319 | $6,496+28.1% | $7,906+5.2% | $4,126+101.6% |
| Admin fee / account holder | $5,303 | $8,415-37.0% | $13,708-61.3% | $7,339-27.7% |