Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $73,839 | $86,940-15.1% | $102,434-27.9% | $80,935-8.8% |
| Participation rate | 93.9% | 72.4%+21.6pp | 76.5%+17.4pp | 67.7%+26.3pp |
| Annual return | 30.41% | 18.89%+11.5pp | 29.46%+1.0pp | 35.66%-5.2pp |
| Employer contribution / active EE | $7,111 | $2,370+200.1% | $3,023+135.2% | $2,757+157.9% |
| Participant deferral / active EE | $16,539 | $4,121+301.3% | $5,055+227.2% | $4,299+284.7% |
| Admin fee / account holder | $11,920 | $8,047+48.1% | $9,462+26.0% | $6,924+72.2% |