Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $72,792 | $77,358-5.9% | $102,184-28.8% | $87,485-16.8% |
| Participation rate | 81.6% | 78.7%+2.9pp | 82.6%-1.0pp | 68.9%+12.6pp |
| Annual return | 16.38% | 41.11%-24.7pp | 31.58%-15.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $3,098 | $2,562+20.9% | $3,594-13.8% | $2,596+19.3% |
| Participant deferral / active EE | $9,604 | $6,753+42.2% | $8,309+15.6% | $4,274+124.7% |
| Admin fee / account holder | $11,188 | $6,809+64.3% | $11,609-3.6% | $7,775+43.9% |