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 | $81,149 | $81,331-0.2% | $155,534-47.8% | $80,935+0.3% |
| Participation rate | 96.2% | 66.3%+29.9pp | 78.2%+17.9pp | 67.7%+28.5pp |
| Annual return | 13.03% | 33.37%-20.3pp | 64.92%-51.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,726 | $3,105-44.4% | $4,675-63.1% | $2,757-37.4% |
| Participant deferral / active EE | $4,631 | $3,454+34.1% | $5,630-17.8% | $4,299+7.7% |
| Admin fee / account holder | $829 | $7,999-89.6% | $15,900-94.8% | $6,924-88.0% |