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 | $60,207 | $84,953-29.1% | $163,379-63.1% | $82,637-27.1% |
| Participation rate | 72.2% | 65.9%+6.3pp | 76.8%-4.6pp | 68.1%+4.2pp |
| Annual return | 31.77% | 23.07%+8.7pp | 63.41%-31.6pp | 53.51%-21.7pp |
| Employer contribution / active EE | $1,158 | $2,183-46.9% | $3,752-69.1% | $2,552-54.6% |
| Participant deferral / active EE | $2,301 | $4,326-46.8% | $6,282-63.4% | $4,126-44.2% |
| Admin fee / account holder | $9,720 | $7,921+22.7% | $9,818-1.0% | $7,339+32.5% |