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 | $36,128 | $181,896-80.1% | $156,551-76.9% | $273,972-86.8% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 9.11% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $3,485 | $6,248-44.2% | $5,501-36.6% | $4,869-28.4% |
| Participant deferral / active EE | $3,180 | $5,550-42.7% | $4,871-34.7% | $5,287-39.9% |
| Admin fee / account holder | $571 | $15,560-96.3% | $13,028-95.6% | $10,133-94.4% |