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 | $58,169 | $58,523-0.6% | $99,479-41.5% | $72,976-20.3% |
| Participation rate | 82.1% | 64.6%+17.5pp | 73.8%+8.3pp | 69.5%+12.7pp |
| Annual return | 28.20% | 28.51%-0.3pp | 30.72%-2.5pp | 81.02%-52.8pp |
| Employer contribution / active EE | $5,256 | $1,512+247.6% | $2,540+106.9% | $2,440+115.4% |
| Participant deferral / active EE | $13,584 | $2,606+421.3% | $3,619+275.3% | $3,608+276.5% |
| Admin fee / account holder | $11,135 | $4,102+171.5% | $6,253+78.1% | $5,124+117.3% |