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 | $82,446 | $80,992+1.8% | $96,534-14.6% | $75,173+9.7% |
| Participation rate | 78.6% | 71.8%+6.8pp | 76.0%+2.6pp | 67.2%+11.4pp |
| Annual return | 18.91% | 27.05%-8.1pp | 25.88%-7.0pp | 160.72%-141.8pp |
| Employer contribution / active EE | $1,146 | $2,283-49.8% | $2,965-61.3% | $2,671-57.1% |
| Participant deferral / active EE | $5,764 | $3,929+46.7% | $4,851+18.8% | $4,126+39.7% |
| Admin fee / account holder | $892 | $6,717-86.7% | $8,253-89.2% | $5,651-84.2% |