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 | $53,093 | $76,551-30.6% | $123,894-57.1% | $62,881-15.6% |
| Participation rate | 73.1% | 73.0%+0.1pp | 81.4%-8.3pp | 69.3%+3.8pp |
| Annual return | 7.86% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $6,765 | $2,882+134.7% | $4,617+46.5% | $2,281+196.6% |
| Participant deferral / active EE | $2,287 | $4,840-52.7% | $5,984-61.8% | $3,203-28.6% |
| Admin fee / account holder | $2,075 | $4,826-57.0% | $8,357-75.2% | $4,296-51.7% |