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 | $53,926 | $153,769-64.9% | $133,975-59.7% | $273,972-80.3% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.1%-9.3pp | 83.0%-5.2pp |
| Annual return | 8.67% | 36.51%-27.8pp | 29.29%-20.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,527 | $6,029-74.7% | $5,211-70.7% | $4,869-68.6% |
| Participant deferral / active EE | $5,014 | $6,958-27.9% | $6,282-20.2% | $5,287-5.2% |
| Admin fee / account holder | $1,904 | $11,765-83.8% | $9,324-79.6% | $10,133-81.2% |