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 | $59,604 | $106,749-44.2% | $145,433-59.0% | $82,448-27.7% |
| Participation rate | 97.4% | 75.6%+21.7pp | 82.1%+15.2pp | 68.1%+29.3pp |
| Annual return | 15.72% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,294 | $3,444-4.4% | $4,554-27.7% | $2,551+29.1% |
| Participant deferral / active EE | $6,229 | $6,519-4.4% | $7,897-21.1% | $4,139+50.5% |
| Admin fee / account holder | $9,257 | $8,390+10.3% | $13,129-29.5% | $7,234+28.0% |