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 | $50,854 | $49,249+3.3% | $70,476-27.8% | $79,852-36.3% |
| Participation rate | 82.2% | 69.2%+13.1pp | 75.1%+7.2pp | 69.6%+12.6pp |
| Annual return | 16.94% | 30.09%-13.1pp | 109.12%-92.2pp | 31.72%-14.8pp |
| Employer contribution / active EE | $2,614 | $2,100+24.4% | $2,738-4.5% | $2,471+5.8% |
| Participant deferral / active EE | $3,657 | $2,769+32.1% | $3,710-1.4% | $3,740-2.2% |
| Admin fee / account holder | $8,983 | $2,878+212.1% | $3,847+133.5% | $5,306+69.3% |