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 | $67,693 | $73,955-8.5% | $96,520-29.9% | $75,181-10.0% |
| Participation rate | 95.7% | 66.4%+29.3pp | 74.3%+21.4pp | 67.2%+28.5pp |
| Annual return | 17.17% | 26.72%-9.6pp | 35.72%-18.6pp | 160.69%-143.5pp |
| Employer contribution / active EE | $16,967 | $2,930+479.1% | $3,739+353.8% | $2,671+535.3% |
| Participant deferral / active EE | $2,874 | $3,659-21.5% | $4,879-41.1% | $4,126-30.3% |
| Admin fee / account holder | $5,899 | $5,217+13.1% | $6,733-12.4% | $5,650+4.4% |