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 | $83,760 | $91,424-8.4% | $135,942-38.4% | $71,495+17.2% |
| Participation rate | 89.8% | 75.7%+14.2pp | 81.9%+7.9pp | 67.9%+21.9pp |
| Annual return | 17.70% | 29.90%-12.2pp | 68.28%-50.6pp | 28.85%-11.1pp |
| Employer contribution / active EE | $5,993 | $3,704+61.8% | $4,858+23.4% | $2,589+131.4% |
| Participant deferral / active EE | $8,211 | $7,092+15.8% | $7,759+5.8% | $4,291+91.4% |
| Admin fee / account holder | $1,959 | $1,266+54.7% | $10,764-81.8% | $1,588+23.4% |