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 | $79,160 | $87,106-9.1% | $105,607-25.0% | $80,935-2.2% |
| Participation rate | 92.6% | 70.4%+22.1pp | 75.3%+17.3pp | 67.7%+24.9pp |
| Annual return | 14.19% | 17.01%-2.8pp | 116.11%-101.9pp | 35.66%-21.5pp |
| Employer contribution / active EE | $2,636 | $2,396+10.0% | $3,167-16.8% | $2,757-4.4% |
| Participant deferral / active EE | $3,273 | $3,986-17.9% | $5,011-34.7% | $4,299-23.9% |
| Admin fee / account holder | $2,727 | $8,447-67.7% | $10,958-75.1% | $6,924-60.6% |