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 | $67,468 | $181,896-62.9% | $156,551-56.9% | $273,972-75.4% |
| Participation rate | 94.4% | 88.4%+6.1pp | 84.0%+10.4pp | 83.0%+11.4pp |
| Annual return | 5.28% | 30.74%-25.5pp | 32.23%-27.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $5,086 | $6,248-18.6% | $5,501-7.5% | $4,869+4.5% |
| Participant deferral / active EE | $4,900 | $5,550-11.7% | $4,871+0.6% | $5,287-7.3% |
| Admin fee / account holder | $1,005 | $15,560-93.5% | $13,028-92.3% | $10,133-90.1% |