Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $86,069 | $181,896-52.7% | $156,551-45.0% | $273,972-68.6% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 7.42% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $4,678 | $6,248-25.1% | $5,501-15.0% | $4,869-3.9% |
| Participant deferral / active EE | $2,865 | $5,550-48.4% | $4,871-41.2% | $5,287-45.8% |
| Admin fee / account holder | $1,548 | $15,560-90.1% | $13,028-88.1% | $10,133-84.7% |