Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $61,745 | $78,027-20.9% | $178,528-65.4% | $80,925-23.7% |
| Participation rate | 98.2% | 65.7%+32.6pp | 77.1%+21.1pp | 67.7%+30.6pp |
| Annual return | 20.17% | 18.09%+2.1pp | 27.11%-6.9pp | 35.65%-15.5pp |
| Employer contribution / active EE | $2,099 | $2,281-8.0% | $3,950-46.9% | $2,756-23.8% |
| Participant deferral / active EE | $4,474 | $4,408+1.5% | $6,278-28.7% | $4,299+4.1% |
| Admin fee / account holder | $4,509 | $7,168-37.1% | $10,419-56.7% | $6,940-35.0% |