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 | $78,111 | $99,875-21.8% | $146,866-46.8% | $86,983-10.2% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.5%+5.6pp | 69.5%+18.6pp |
| Annual return | 21.61% | 28.10%-6.5pp | 102.85%-81.2pp | 25.83%-4.2pp |
| Employer contribution / active EE | $3,049 | $3,224-5.4% | $4,425-31.1% | $2,584+18.0% |
| Participant deferral / active EE | $6,475 | $6,322+2.4% | $7,759-16.6% | $4,194+54.4% |
| Admin fee / account holder | $687 | $7,838-91.2% | $13,620-95.0% | $7,856-91.3% |