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 | $77,711 | $81,276-4.4% | $155,574-50.0% | $80,925-4.0% |
| Participation rate | 77.5% | 66.2%+11.3pp | 78.2%-0.7pp | 67.7%+9.8pp |
| Annual return | 13.31% | 33.36%-20.0pp | 64.87%-51.6pp | 35.65%-22.3pp |
| Employer contribution / active EE | $1,332 | $3,103-57.1% | $4,676-71.5% | $2,756-51.7% |
| Participant deferral / active EE | $1,671 | $3,453-51.6% | $5,629-70.3% | $4,299-61.1% |
| Admin fee / account holder | $3,837 | $7,993-52.0% | $15,914-75.9% | $6,940-44.7% |