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 | $137,654 | $143,969-4.4% | $199,883-31.1% | $82,637+66.6% |
| Participation rate | 97.2% | 84.1%+13.1pp | 86.8%+10.5pp | 68.1%+29.2pp |
| Annual return | 13.06% | 25.67%-12.6pp | 43.81%-30.7pp | 53.51%-40.4pp |
| Employer contribution / active EE | $2,588 | $4,632-44.1% | $6,261-58.7% | $2,552+1.4% |
| Participant deferral / active EE | $8,102 | $6,937+16.8% | $9,138-11.3% | $4,126+96.4% |
| Admin fee / account holder | $7,572 | $14,597-48.1% | $17,268-56.1% | $7,339+3.2% |