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 | $59,602 | $181,896-67.2% | $156,551-61.9% | $273,972-78.2% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 7.04% | 30.74%-23.7pp | 32.23%-25.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $14,795 | $6,248+136.8% | $5,501+168.9% | $4,869+203.9% |
| Participant deferral / active EE | $5,711 | $5,550+2.9% | $4,871+17.2% | $5,287+8.0% |
| Admin fee / account holder | $656 | $15,560-95.8% | $13,028-95.0% | $10,133-93.5% |