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 | $58,081 | $90,486-35.8% | $78,676-26.2% | $273,972-78.8% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 15.27% | 75.62%-60.4pp | 62.19%-46.9pp | 41.46%-26.2pp |
| Employer contribution / active EE | $2,531 | $3,175-20.3% | $2,850-11.2% | $4,869-48.0% |
| Participant deferral / active EE | $5,640 | $3,901+44.6% | $3,517+60.4% | $5,287+6.7% |
| Admin fee / account holder | $1,835 | $5,263-65.1% | $4,510-59.3% | $10,133-81.9% |