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 | $66,491 | $72,492-8.3% | $87,104-23.7% | $72,975-8.9% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 21.79% | 24.46%-2.7pp | 28.19%-6.4pp | 81.01%-59.2pp |
| Employer contribution / active EE | $2,967 | $1,894+56.7% | $2,521+17.7% | $2,440+21.6% |
| Participant deferral / active EE | $5,967 | $3,270+82.5% | $4,048+47.4% | $3,608+65.4% |
| Admin fee / account holder | $5,663 | $5,055+12.0% | $7,491-24.4% | $5,124+10.5% |