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 | $57,121 | $104,251-45.2% | $91,004-37.2% | $147,586-61.3% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 23.56% | 27.06%-3.5pp | 4.60%+19.0pp | 578.59%-555.0pp |
| Employer contribution / active EE | $2,175 | $3,116-30.2% | $2,456-11.4% | $4,876-55.4% |
| Participant deferral / active EE | $6,322 | $4,195+50.7% | $3,548+78.2% | $5,439+16.2% |
| Admin fee / account holder | $370 | $8,948-95.9% | $5,417-93.2% | $10,886-96.6% |