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 | $56,107 | $115,903-51.6% | $100,528-44.2% | $158,966-64.7% |
| Participation rate | 70.0% | 81.6%-11.6pp | 79.4%-9.4pp | 82.0%-12.0pp |
| Annual return | 19.10% | 34.80%-15.7pp | 30.90%-11.8pp | 302.95%-283.9pp |
| Employer contribution / active EE | $2,901 | $4,105-29.3% | $3,419-15.1% | $4,762-39.1% |
| Participant deferral / active EE | $5,445 | $6,677-18.4% | $6,271-13.2% | $5,983-9.0% |
| Admin fee / account holder | $6,441 | $11,000-41.4% | $8,084-20.3% | $11,250-42.7% |