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 | $61,104 | $76,551-20.2% | $123,894-50.7% | $62,881-2.8% |
| Participation rate | 85.2% | 73.0%+12.2pp | 81.4%+3.8pp | 69.3%+15.9pp |
| Annual return | 8.13% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $4,000 | $2,882+38.8% | $4,617-13.4% | $2,281+75.4% |
| Participant deferral / active EE | $7,591 | $4,840+56.9% | $5,984+26.9% | $3,203+137.0% |
| Admin fee / account holder | $19,692 | $4,826+308.1% | $8,357+135.6% | $4,296+358.4% |