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 | $78,520-7.3% | $96,576-24.6% | $82,448-11.7% |
| Participation rate | 81.6% | 77.7%+3.8pp | 81.4%+0.1pp | 68.1%+13.5pp |
| Annual return | 16.38% | 41.30%-24.9pp | 38.47%-22.1pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,098 | $2,630+17.8% | $3,553-12.8% | $2,551+21.5% |
| Participant deferral / active EE | $9,604 | $6,754+42.2% | $7,956+20.7% | $4,139+132.0% |
| Admin fee / account holder | $11,188 | $13,455-16.8% | $11,381-1.7% | $7,234+54.6% |