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 | $51,646 | $184,014-71.9% | $161,149-68.0% | $138,895-62.8% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.8%+3.5pp | 79.9%+2.4pp |
| Annual return | 13.51% | 21.52%-8.0pp | 21.16%-7.6pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,536 | $5,055-69.6% | $4,360-64.8% | $4,194-63.4% |
| Participant deferral / active EE | $3,343 | $6,909-51.6% | $6,153-45.7% | $6,396-47.7% |
| Admin fee / account holder | $8,904 | $18,027-50.6% | $15,194-41.4% | $12,562-29.1% |