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 | $77,696 | $86,050-9.7% | $189,758-59.1% | $94,015-17.4% |
| Participation rate | 86.6% | 68.9%+17.7pp | 79.8%+6.8pp | 70.8%+15.8pp |
| Annual return | 21.55% | 17.77%+3.8pp | 52.62%-31.1pp | 17.84%+3.7pp |
| Employer contribution / active EE | $2,334 | $2,819-17.2% | $4,767-51.0% | $2,790-16.3% |
| Participant deferral / active EE | $7,100 | $3,349+112.0% | $5,856+21.2% | $4,249+67.1% |
| Admin fee / account holder | $3,601 | $6,627-45.7% | $20,388-82.3% | $8,951-59.8% |