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 | $73,114 | $86,949-15.9% | $102,460-28.6% | $80,959-9.7% |
| Participation rate | 91.9% | 72.4%+19.5pp | 76.5%+15.4pp | 67.7%+24.2pp |
| Annual return | 12.95% | 18.89%-5.9pp | 29.47%-16.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $3,160 | $2,370+33.4% | $3,025+4.5% | $2,757+14.6% |
| Participant deferral / active EE | $5,908 | $4,121+43.4% | $5,056+16.8% | $4,300+37.4% |
| Admin fee / account holder | $2,244 | $8,048-72.1% | $9,460-76.3% | $6,925-67.6% |