Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $69,948 | $103,392-32.3% | $87,104-19.7% | $152,897-54.3% |
| Participation rate | 85.0% | 79.4%+5.6pp | 76.9%+8.1pp | 82.5%+2.5pp |
| Annual return | 23.98% | 28.10%-4.1pp | 28.19%-4.2pp | 345.43%-321.4pp |
| Employer contribution / active EE | $2,062 | $3,221-36.0% | $2,521-18.2% | $4,764-56.7% |
| Participant deferral / active EE | $4,884 | $4,778+2.2% | $4,048+20.6% | $5,851-16.5% |
| Admin fee / account holder | $2,009 | $12,194-83.5% | $7,491-73.2% | $11,599-82.7% |