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 | $77,723 | $76,551+1.5% | $123,894-37.3% | $62,881+23.6% |
| Participation rate | 98.4% | 73.0%+25.5pp | 81.4%+17.0pp | 69.3%+29.1pp |
| Annual return | 9.41% | 18.68%-9.3pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $10,776 | $2,882+273.8% | $4,617+133.4% | $2,281+372.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,930 | $4,826+22.9% | $8,357-29.0% | $4,296+38.1% |