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 | $50,266 | $87,059-42.3% | $105,608-52.4% | $80,925-37.9% |
| Participation rate | 80.3% | 70.4%+9.9pp | 75.3%+5.0pp | 67.7%+12.6pp |
| Annual return | 18.17% | 17.05%+1.1pp | 116.50%-98.3pp | 35.65%-17.5pp |
| Employer contribution / active EE | $2,025 | $2,396-15.5% | $3,167-36.1% | $2,756-26.5% |
| Participant deferral / active EE | $8,137 | $3,986+104.1% | $5,010+62.4% | $4,299+89.3% |
| Admin fee / account holder | $5,906 | $8,443-30.0% | $11,028-46.4% | $6,940-14.9% |