Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,517 | $58,057-0.9% | $97,032-40.7% | $86,983-33.9% |
| Participation rate | 96.8% | 60.4%+36.4pp | 71.6%+25.2pp | 69.5%+27.2pp |
| Annual return | 22.28% | 22.26%0pp | 35.38%-13.1pp | 25.83%-3.5pp |
| Employer contribution / active EE | $10,075 | $1,663+505.7% | $2,629+283.3% | $2,584+289.8% |
| Participant deferral / active EE | $19,861 | $3,244+512.3% | $4,672+325.1% | $4,194+373.6% |
| Admin fee / account holder | $14,941 | $4,839+208.8% | $9,418+58.6% | $7,856+90.2% |