Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $58,941 | $81,504-27.7% | $102,437-42.5% | $80,959-27.2% |
| Participation rate | 85.0% | 66.9%+18.1pp | 74.5%+10.5pp | 67.7%+17.3pp |
| Annual return | 11.33% | 25.60%-14.3pp | 24.95%-13.6pp | 35.67%-24.3pp |
| Employer contribution / active EE | $4,097 | $3,104+32.0% | $3,871+5.9% | $2,757+48.6% |
| Participant deferral / active EE | $4,376 | $3,871+13.0% | $5,060-13.5% | $4,300+1.7% |
| Admin fee / account holder | $7,428 | $6,719+10.5% | $8,388-11.4% | $6,925+7.3% |