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 | $58,519 | $162,136-63.9% | $152,301-61.6% | $154,746-62.2% |
| Participation rate | 85.0% | 84.1%+0.9pp | 82.4%+2.6pp | 80.7%+4.3pp |
| Annual return | 15.44% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,697 | $4,890-44.9% | $4,624-41.7% | $4,379-38.4% |
| Participant deferral / active EE | $3,884 | $8,341-53.4% | $8,004-51.5% | $6,730-42.3% |
| Admin fee / account holder | $4,128 | $15,759-73.8% | $14,398-71.3% | $14,365-71.3% |