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 | $83,882 | $81,331+3.1% | $155,534-46.1% | $80,935+3.6% |
| Participation rate | 94.3% | 66.3%+28.0pp | 78.2%+16.1pp | 67.7%+26.6pp |
| Annual return | 10.79% | 33.37%-22.6pp | 64.92%-54.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,787 | $3,105-42.4% | $4,675-61.8% | $2,757-35.2% |
| Participant deferral / active EE | $1,494 | $3,454-56.7% | $5,630-73.5% | $4,299-65.2% |
| Admin fee / account holder | $29,563 | $7,999+269.6% | $15,900+85.9% | $6,924+326.9% |