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 | $58,228 | $185,312-68.6% | $161,489-63.9% | $154,746-62.4% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 18.48% | 103.84%-85.4pp | 89.72%-71.2pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,324 | $4,769-51.3% | $4,268-45.6% | $4,379-46.9% |
| Participant deferral / active EE | $4,553 | $6,350-28.3% | $5,630-19.1% | $6,730-32.4% |
| Admin fee / account holder | $6,392 | $18,654-65.7% | $16,006-60.1% | $14,365-55.5% |