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 | $82,103 | $127,387-35.5% | $115,038-28.6% | $125,389-34.5% |
| Participation rate | 94.4% | 84.2%+10.3pp | 81.4%+13.1pp | 83.2%+11.3pp |
| Annual return | 0.22% | 31.28%-31.1pp | 26.14%-25.9pp | 282.24%-282.0pp |
| Employer contribution / active EE | $5,053 | $5,166-2.2% | $4,608+9.7% | $4,866+3.8% |
| Participant deferral / active EE | $5,493 | $6,423-14.5% | $6,026-8.8% | $5,352+2.6% |
| Admin fee / account holder | $13,175 | $9,516+38.5% | $8,175+61.2% | $9,541+38.1% |