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 | $64,112 | $108,825-41.1% | $156,181-59.0% | $82,448-22.2% |
| Participation rate | 77.5% | 72.4%+5.1pp | 78.8%-1.3pp | 68.1%+9.4pp |
| Annual return | 19.72% | 20.59%-0.9pp | 64.87%-45.2pp | 41.64%-21.9pp |
| Employer contribution / active EE | $3,311 | $2,870+15.4% | $4,294-22.9% | $2,551+29.8% |
| Participant deferral / active EE | $5,885 | $4,577+28.6% | $6,132-4.0% | $4,139+42.2% |
| Admin fee / account holder | $10,851 | $9,341+16.2% | $14,586-25.6% | $7,234+50.0% |