Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $64,668 | $107,666-39.9% | $102,184-36.7% | $154,746-58.2% |
| Participation rate | 90.0% | 83.7%+6.3pp | 82.6%+7.4pp | 80.7%+9.3pp |
| Annual return | 18.61% | 29.33%-10.7pp | 31.58%-13.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $5,570 | $3,846+44.8% | $3,594+55.0% | $4,379+27.2% |
| Participant deferral / active EE | $9,401 | $8,719+7.8% | $8,309+13.1% | $6,730+39.7% |
| Admin fee / account holder | $4,914 | $12,943-62.0% | $11,609-57.7% | $14,365-65.8% |