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 | $79,965 | $81,262-1.6% | $155,602-48.6% | $80,911-1.2% |
| Participation rate | 94.7% | 66.2%+28.4pp | 78.2%+16.5pp | 67.6%+27.0pp |
| Annual return | 12.09% | 33.34%-21.3pp | 64.81%-52.7pp | 35.63%-23.5pp |
| Employer contribution / active EE | $5,638 | $3,102+81.7% | $4,675+20.6% | $2,756+104.6% |
| Participant deferral / active EE | $4,541 | $3,451+31.6% | $5,629-19.3% | $4,297+5.7% |
| Admin fee / account holder | $19,685 | $7,992+146.3% | $15,923+23.6% | $6,935+183.9% |