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 | $65,709 | $81,446-19.3% | $103,374-36.4% | $80,874-18.8% |
| Participation rate | 97.3% | 66.9%+30.4pp | 74.5%+22.8pp | 67.6%+29.7pp |
| Annual return | 18.96% | 25.57%-6.6pp | 24.89%-5.9pp | 35.62%-16.7pp |
| Employer contribution / active EE | $5,534 | $3,107+78.1% | $3,869+43.0% | $2,756+100.8% |
| Participant deferral / active EE | $10,472 | $3,870+170.6% | $5,058+107.1% | $4,297+143.7% |
| Admin fee / account holder | $15,816 | $6,715+135.5% | $8,394+88.4% | $6,935+128.1% |