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 | $77,741 | $211,288-63.2% | $178,540-56.5% | $145,884-46.7% |
| Participation rate | 94.7% | 80.8%+13.9pp | 77.1%+17.6pp | 80.3%+14.4pp |
| Annual return | 10.93% | 30.27%-19.3pp | 27.15%-16.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $3,893 | $4,574-14.9% | $3,953-1.5% | $4,662-16.5% |
| Participant deferral / active EE | $7,921 | $6,967+13.7% | $6,281+26.1% | $6,690+18.4% |
| Admin fee / account holder | $7,736 | $12,105-36.1% | $10,424-25.8% | $13,392-42.2% |