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 | $84,052 | $99,345-15.4% | $84,753-0.8% | $273,972-69.3% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 3.72% | 22.93%-19.2pp | 22.78%-19.1pp | 41.46%-37.7pp |
| Employer contribution / active EE | $10,004 | $4,214+137.4% | $3,574+179.9% | $4,869+105.5% |
| Participant deferral / active EE | $1,713 | $4,270-59.9% | $3,712-53.9% | $5,287-67.6% |
| Admin fee / account holder | $6,176 | $6,645-7.1% | $5,333+15.8% | $10,133-39.0% |