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 | $73,080 | $87,132-16.1% | $105,624-30.8% | $80,959-9.7% |
| Participation rate | 96.7% | 70.4%+26.2pp | 75.3%+21.4pp | 67.7%+29.0pp |
| Annual return | 16.08% | 17.03%-0.9pp | 116.20%-100.1pp | 35.67%-19.6pp |
| Employer contribution / active EE | $2,583 | $2,397+7.8% | $3,168-18.4% | $2,757-6.3% |
| Participant deferral / active EE | $4,263 | $3,985+7.0% | $5,013-15.0% | $4,300-0.9% |
| Admin fee / account holder | $7,105 | $8,449-15.9% | $10,961-35.2% | $6,925+2.6% |