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 | $71,163 | $104,251-31.7% | $91,004-21.8% | $147,586-51.8% |
| Participation rate | 87.0% | 78.2%+8.7pp | 75.6%+11.4pp | 82.8%+4.1pp |
| Annual return | 17.65% | 27.06%-9.4pp | 4.60%+13.1pp | 578.59%-560.9pp |
| Employer contribution / active EE | $2,550 | $3,116-18.1% | $2,456+3.8% | $4,876-47.7% |
| Participant deferral / active EE | $3,910 | $4,195-6.8% | $3,548+10.2% | $5,439-28.1% |
| Admin fee / account holder | $3,299 | $8,948-63.1% | $5,417-39.1% | $10,886-69.7% |