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 | $54,573 | $154,228-64.6% | $145,433-62.5% | $137,256-60.2% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 80.0%+10.5pp |
| Annual return | 14.77% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,598 | $4,804-45.9% | $4,554-43.0% | $4,156-37.5% |
| Participant deferral / active EE | $6,435 | $8,216-21.7% | $7,897-18.5% | $6,407+0.4% |
| Admin fee / account holder | $2,735 | $14,344-80.9% | $13,129-79.2% | $12,270-77.7% |