Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $78,151 | $80,984-3.5% | $96,569-19.1% | $75,173+4.0% |
| Participation rate | 82.9% | 71.8%+11.2pp | 76.0%+7.0pp | 67.2%+15.7pp |
| Annual return | 16.24% | 27.05%-10.8pp | 25.87%-9.6pp | 160.65%-144.4pp |
| Employer contribution / active EE | $996 | $2,282-56.3% | $2,965-66.4% | $2,670-62.7% |
| Participant deferral / active EE | $2,484 | $3,929-36.8% | $4,851-48.8% | $4,126-39.8% |
| Admin fee / account holder | $696 | $6,720-89.6% | $8,251-91.6% | $5,651-87.7% |