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 | $80,150 | $95,404-16.0% | $113,397-29.3% | $82,637-3.0% |
| Participation rate | 96.7% | 72.8%+23.8pp | 76.5%+20.2pp | 68.1%+28.6pp |
| Annual return | 16.20% | 19.08%-2.9pp | 23.20%-7.0pp | 53.51%-37.3pp |
| Employer contribution / active EE | $886 | $2,307-61.6% | $2,977-70.3% | $2,552-65.3% |
| Participant deferral / active EE | $5,330 | $4,220+26.3% | $5,076+5.0% | $4,126+29.2% |
| Admin fee / account holder | $2,843 | $9,168-69.0% | $11,957-76.2% | $7,339-61.3% |