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 | $56,812 | $127,387-55.4% | $115,038-50.6% | $125,389-54.7% |
| Participation rate | 82.4% | 84.2%-1.8pp | 81.4%+1.0pp | 83.2%-0.8pp |
| Annual return | 1.60% | 31.28%-29.7pp | 26.14%-24.5pp | 282.24%-280.6pp |
| Employer contribution / active EE | $2,086 | $5,166-59.6% | $4,608-54.7% | $4,866-57.1% |
| Participant deferral / active EE | $11,177 | $6,423+74.0% | $6,026+85.5% | $5,352+108.9% |
| Admin fee / account holder | $13,982 | $9,516+46.9% | $8,175+71.0% | $9,541+46.5% |