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 | $52,712 | $181,896-71.0% | $156,551-66.3% | $273,972-80.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 7.22% | 30.74%-23.5pp | 32.23%-25.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,472 | $6,248-60.4% | $5,501-55.1% | $4,869-49.2% |
| Participant deferral / active EE | $6,065 | $5,550+9.3% | $4,871+24.5% | $5,287+14.7% |
| Admin fee / account holder | $908 | $15,560-94.2% | $13,028-93.0% | $10,133-91.0% |