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 | $59,328 | $64,920-8.6% | $103,693-42.8% | $86,983-31.8% |
| Participation rate | 88.0% | 63.6%+24.4pp | 72.6%+15.4pp | 69.5%+18.5pp |
| Annual return | 12.43% | 30.29%-17.9pp | 47.61%-35.2pp | 25.83%-13.4pp |
| Employer contribution / active EE | $2,636 | $2,141+23.1% | $2,920-9.7% | $2,584+2.0% |
| Participant deferral / active EE | $2,837 | $3,241-12.5% | $4,579-38.0% | $4,194-32.3% |
| Admin fee / account holder | $7,092 | $6,191+14.5% | $7,858-9.8% | $7,856-9.7% |