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 | $56,255 | $53,837+4.5% | $75,714-25.7% | $85,847-34.5% |
| Participation rate | 77.8% | 69.1%+8.7pp | 74.8%+2.9pp | 69.3%+8.5pp |
| Annual return | 18.25% | 24.54%-6.3pp | 104.62%-86.4pp | 318.61%-300.4pp |
| Employer contribution / active EE | $5,236 | $2,017+159.5% | $2,744+90.8% | $2,565+104.1% |
| Participant deferral / active EE | $4,600 | $2,895+58.9% | $3,820+20.4% | $3,952+16.4% |
| Admin fee / account holder | $4,244 | $3,339+27.1% | $3,619+17.3% | $6,261-32.2% |