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 | $74,968 | $78,423-4.4% | $95,964-21.9% | $79,856-6.1% |
| Participation rate | 90.9% | 73.5%+17.4pp | 77.1%+13.8pp | 69.6%+21.3pp |
| Annual return | 12.58% | 19.37%-6.8pp | 91.64%-79.1pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,830 | $1,945-5.9% | $2,541-28.0% | $2,471-25.9% |
| Participant deferral / active EE | $4,645 | $3,440+35.0% | $4,167+11.5% | $3,741+24.2% |
| Admin fee / account holder | $329 | $5,622-94.2% | $6,797-95.2% | $5,306-93.8% |