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 | $58,798 | $148,629-60.4% | $135,982-56.8% | $139,487-57.8% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 19.78% | 79.33%-59.5pp | 68.32%-48.5pp | 373.84%-354.1pp |
| Employer contribution / active EE | $3,547 | $5,247-32.4% | $4,859-27.0% | $4,755-25.4% |
| Participant deferral / active EE | $7,439 | $8,102-8.2% | $7,760-4.1% | $6,713+10.8% |
| Admin fee / account holder | $1,591 | $12,406-87.2% | $10,767-85.2% | $11,407-86.1% |