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 | $77,512 | $58,099+33.4% | $76,902+0.8% | $75,177+3.1% |
| Participation rate | 97.9% | 63.9%+34.0pp | 69.6%+28.3pp | 67.2%+30.7pp |
| Annual return | 15.50% | 26.71%-11.2pp | 37.91%-22.4pp | 160.75%-145.3pp |
| Employer contribution / active EE | $2,189 | $1,996+9.7% | $2,534-13.6% | $2,671-18.0% |
| Participant deferral / active EE | $4,621 | $2,999+54.1% | $3,833+20.6% | $4,126+12.0% |
| Admin fee / account holder | $3,475 | $4,778-27.3% | $5,479-36.6% | $5,651-38.5% |