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 | $71,779 | $72,272-0.7% | $101,264-29.1% | $79,858-10.1% |
| Participation rate | 95.8% | 68.5%+27.3pp | 75.8%+20.0pp | 69.6%+26.1pp |
| Annual return | 14.82% | 22.30%-7.5pp | 46.48%-31.7pp | 31.72%-16.9pp |
| Employer contribution / active EE | $4,192 | $2,692+55.7% | $3,660+14.5% | $2,471+69.6% |
| Participant deferral / active EE | $6,971 | $3,282+112.4% | $4,370+59.5% | $3,740+86.4% |
| Admin fee / account holder | $8,510 | $4,401+93.4% | $5,947+43.1% | $5,306+60.4% |