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 | $77,696 | $77,814-0.2% | $158,223-50.9% | $86,983-10.7% |
| Participation rate | 86.6% | 68.4%+18.2pp | 79.2%+7.4pp | 69.5%+17.0pp |
| Annual return | 21.55% | 30.54%-9.0pp | 52.09%-30.5pp | 25.83%-4.3pp |
| Employer contribution / active EE | $2,334 | $2,592-9.9% | $4,109-43.2% | $2,584-9.7% |
| Participant deferral / active EE | $7,100 | $3,270+117.2% | $5,467+29.9% | $4,194+69.3% |
| Admin fee / account holder | $3,601 | $5,879-38.7% | $16,047-77.6% | $7,856-54.2% |