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 | $73,239 | $60,349+21.4% | $74,184-1.3% | $62,881+16.5% |
| Participation rate | 79.5% | 72.7%+6.8pp | 76.6%+2.9pp | 69.3%+10.2pp |
| Annual return | 7.34% | 21.38%-14.0pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,353 | $1,680+99.6% | $2,370+41.5% | $2,281+47.0% |
| Participant deferral / active EE | $5,647 | $2,856+97.7% | $3,550+59.1% | $3,203+76.3% |
| Admin fee / account holder | $3,288 | $4,261-22.8% | $5,586-41.1% | $4,296-23.5% |