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 | $81,654 | $100,970-19.1% | $96,576-15.5% | $137,256-40.5% |
| Participation rate | 93.3% | 82.6%+10.7pp | 81.4%+11.9pp | 80.0%+13.4pp |
| Annual return | 14.99% | 38.16%-23.2pp | 38.47%-23.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,004 | $3,809-21.1% | $3,553-15.5% | $4,156-27.7% |
| Participant deferral / active EE | $7,713 | $8,286-6.9% | $7,956-3.1% | $6,407+20.4% |
| Admin fee / account holder | $493 | $11,312-95.6% | $11,381-95.7% | $12,270-96.0% |