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 | $58,428 | $135,956-57.0% | $123,894-52.8% | $273,972-78.7% |
| Participation rate | 85.0% | 84.1%+0.9pp | 81.4%+3.6pp | 83.0%+2.0pp |
| Annual return | 22.88% | 56.63%-33.7pp | 47.52%-24.6pp | 41.46%-18.6pp |
| Employer contribution / active EE | $3,161 | $5,170-38.9% | $4,617-31.5% | $4,869-35.1% |
| Participant deferral / active EE | $5,263 | $6,343-17.0% | $5,984-12.1% | $5,287-0.5% |
| Admin fee / account holder | $716 | $9,817-92.7% | $8,357-91.4% | $10,133-92.9% |