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 | $56,414 | $76,551-26.3% | $123,894-54.5% | $62,881-10.3% |
| Participation rate | 96.3% | 73.0%+23.3pp | 81.4%+14.9pp | 69.3%+27.0pp |
| Annual return | 8.46% | 18.68%-10.2pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,432 | $2,882+19.1% | $4,617-25.7% | $2,281+50.5% |
| Participant deferral / active EE | $7,746 | $4,840+60.0% | $5,984+29.4% | $3,203+141.8% |
| Admin fee / account holder | $559 | $4,826-88.4% | $8,357-93.3% | $4,296-87.0% |