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 | $87,766 | $91,198-3.8% | $178,503-50.8% | $79,856+9.9% |
| Participation rate | 97.0% | 69.2%+27.8pp | 81.9%+15.0pp | 69.6%+27.3pp |
| Annual return | 21.90% | 24.20%-2.3pp | 151.12%-129.2pp | 31.71%-9.8pp |
| Employer contribution / active EE | $3,137 | $3,257-3.7% | $5,011-37.4% | $2,471+26.9% |
| Participant deferral / active EE | $4,043 | $3,237+24.9% | $5,202-22.3% | $3,741+8.1% |
| Admin fee / account holder | $959 | $6,748-85.8% | $13,987-93.1% | $5,306-81.9% |