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 | $72,819 | $86,949-16.3% | $102,460-28.9% | $80,959-10.1% |
| Participation rate | 91.8% | 72.4%+19.5pp | 76.5%+15.3pp | 67.7%+24.2pp |
| Annual return | 14.71% | 18.89%-4.2pp | 29.47%-14.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $845 | $2,370-64.3% | $3,025-72.1% | $2,757-69.4% |
| Participant deferral / active EE | $9,021 | $4,121+118.9% | $5,056+78.4% | $4,300+109.8% |
| Admin fee / account holder | $949 | $8,048-88.2% | $9,460-90.0% | $6,925-86.3% |