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 | $60,222 | $87,132-30.9% | $105,624-43.0% | $80,959-25.6% |
| Participation rate | 75.5% | 70.4%+5.1pp | 75.3%+0.2pp | 67.7%+7.8pp |
| Annual return | 19.01% | 17.03%+2.0pp | 116.20%-97.2pp | 35.67%-16.7pp |
| Employer contribution / active EE | $1,967 | $2,397-17.9% | $3,168-37.9% | $2,757-28.7% |
| Participant deferral / active EE | $4,383 | $3,985+10.0% | $5,013-12.6% | $4,300+1.9% |
| Admin fee / account holder | $2,038 | $8,449-75.9% | $10,961-81.4% | $6,925-70.6% |