Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $73,498 | $81,331-9.6% | $155,534-52.7% | $80,935-9.2% |
| Participation rate | 78.3% | 66.3%+12.1pp | 78.2%+0.1pp | 67.7%+10.7pp |
| Annual return | 26.88% | 33.37%-6.5pp | 64.92%-38.0pp | 35.66%-8.8pp |
| Employer contribution / active EE | $6,016 | $3,105+93.8% | $4,675+28.7% | $2,757+118.2% |
| Participant deferral / active EE | $13,602 | $3,454+293.8% | $5,630+141.6% | $4,299+216.4% |
| Admin fee / account holder | $11,358 | $7,999+42.0% | $15,900-28.6% | $6,924+64.0% |