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 | $80,114 | $99,345-19.4% | $84,753-5.5% | $273,972-70.8% |
| Participation rate | 95.8% | 80.7%+15.1pp | 76.6%+19.2pp | 83.0%+12.8pp |
| Annual return | 6.69% | 22.93%-16.2pp | 22.78%-16.1pp | 41.46%-34.8pp |
| Employer contribution / active EE | $3,725 | $4,214-11.6% | $3,574+4.2% | $4,869-23.5% |
| Participant deferral / active EE | $5,118 | $4,270+19.9% | $3,712+37.9% | $5,287-3.2% |
| Admin fee / account holder | $2,840 | $6,645-57.3% | $5,333-46.8% | $10,133-72.0% |