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 | $78,632 | $81,331-3.3% | $155,534-49.4% | $80,935-2.8% |
| Participation rate | 97.4% | 66.3%+31.2pp | 78.2%+19.2pp | 67.7%+29.8pp |
| Annual return | 14.01% | 33.37%-19.4pp | 64.92%-50.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $2,801 | $3,105-9.8% | $4,675-40.1% | $2,757+1.6% |
| Participant deferral / active EE | $6,580 | $3,454+90.5% | $5,630+16.9% | $4,299+53.1% |
| Admin fee / account holder | $10,993 | $7,999+37.4% | $15,900-30.9% | $6,924+58.8% |