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 | $69,392 | $107,666-35.5% | $102,184-32.1% | $154,746-55.2% |
| Participation rate | 90.9% | 83.7%+7.2pp | 82.6%+8.3pp | 80.7%+10.2pp |
| Annual return | 20.86% | 29.33%-8.5pp | 31.58%-10.7pp | 172.34%-151.5pp |
| Employer contribution / active EE | $4,040 | $3,846+5.0% | $3,594+12.4% | $4,379-7.8% |
| Participant deferral / active EE | $6,252 | $8,719-28.3% | $8,309-24.8% | $6,730-7.1% |
| Admin fee / account holder | $4,067 | $12,943-68.6% | $11,609-65.0% | $14,365-71.7% |