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 | $63,458 | $101,795-37.7% | $165,100-61.6% | $80,959-21.6% |
| Participation rate | 89.1% | 71.8%+17.3pp | 78.6%+10.5pp | 67.7%+21.4pp |
| Annual return | 12.26% | 16.73%-4.5pp | 70.21%-57.9pp | 35.67%-23.4pp |
| Employer contribution / active EE | $5,917 | $2,954+100.3% | $4,348+36.1% | $2,757+114.6% |
| Participant deferral / active EE | $4,967 | $4,476+11.0% | $6,035-17.7% | $4,300+15.5% |
| Admin fee / account holder | $2,941 | $8,221-64.2% | $12,696-76.8% | $6,925-57.5% |