Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $72,265 | $71,353+1.3% | $92,805-22.1% | $86,983-16.9% |
| Participation rate | 84.8% | 80.9%+4.0pp | 83.5%+1.3pp | 69.5%+15.3pp |
| Annual return | 36.25% | 44.68%-8.4pp | 31.59%+4.7pp | 25.83%+10.4pp |
| Employer contribution / active EE | $3,338 | $2,468+35.2% | $3,424-2.5% | $2,584+29.2% |
| Participant deferral / active EE | $7,304 | $6,966+4.8% | $8,448-13.5% | $4,194+74.2% |
| Admin fee / account holder | $1,778 | $6,099-70.9% | $10,911-83.7% | $7,856-77.4% |