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 | $86,518 | $94,436-8.4% | $115,599-25.2% | $82,637+4.7% |
| Participation rate | 96.4% | 70.4%+26.0pp | 74.3%+22.2pp | 68.1%+28.4pp |
| Annual return | 16.60% | 18.37%-1.8pp | 111.10%-94.5pp | 53.51%-36.9pp |
| Employer contribution / active EE | $1,929 | $2,324-17.0% | $2,955-34.7% | $2,552-24.4% |
| Participant deferral / active EE | $5,840 | $3,955+47.7% | $4,889+19.4% | $4,126+41.5% |
| Admin fee / account holder | $1,486 | $10,328-85.6% | $12,841-88.4% | $7,339-79.7% |