Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $79,604 | $104,098-23.5% | $140,514-43.3% | $94,015-15.3% |
| Participation rate | 97.7% | 73.7%+24.0pp | 77.8%+19.9pp | 70.8%+26.9pp |
| Annual return | 26.97% | 15.14%+11.8pp | 14.36%+12.6pp | 17.84%+9.1pp |
| Employer contribution / active EE | $4,286 | $2,388+79.5% | $3,378+26.9% | $2,790+53.6% |
| Participant deferral / active EE | $11,903 | $4,033+195.1% | $4,919+142.0% | $4,249+180.1% |
| Admin fee / account holder | $5,604 | $10,439-46.3% | $13,697-59.1% | $8,951-37.4% |