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 | $57,922 | $83,485-30.6% | $125,195-53.7% | $72,976-20.6% |
| Participation rate | 70.6% | 73.3%-2.7pp | 79.8%-9.2pp | 69.5%+1.1pp |
| Annual return | 30.20% | 25.77%+4.4pp | 43.79%-13.6pp | 81.02%-50.8pp |
| Employer contribution / active EE | $2,439 | $2,346+4.0% | $3,866-36.9% | $2,4400% |
| Participant deferral / active EE | $5,323 | $3,586+48.4% | $4,937+7.8% | $3,608+47.6% |
| Admin fee / account holder | $9,630 | $5,518+74.5% | $9,704-0.8% | $5,124+87.9% |