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 | $68,651 | $71,208-3.6% | $93,681-26.7% | $80,911-15.2% |
| Participation rate | 93.1% | 60.4%+32.7pp | 68.7%+24.4pp | 67.6%+25.5pp |
| Annual return | 10.83% | 11.27%-0.4pp | 133.47%-122.6pp | 35.63%-24.8pp |
| Employer contribution / active EE | $1,671 | $1,564+6.8% | $2,422-31.0% | $2,756-39.4% |
| Participant deferral / active EE | $3,338 | $4,035-17.3% | $4,415-24.4% | $4,297-22.3% |
| Admin fee / account holder | $6,680 | $6,951-3.9% | $8,290-19.4% | $6,935-3.7% |