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 | $57,385 | $180,028-68.1% | $138,135-58.5% | $158,966-63.9% |
| Participation rate | 87.5% | 82.2%+5.3pp | 78.7%+8.8pp | 82.0%+5.5pp |
| Annual return | 15.98% | 21.68%-5.7pp | 20.51%-4.5pp | 302.95%-287.0pp |
| Employer contribution / active EE | $3,481 | $7,470-53.4% | $5,587-37.7% | $4,762-26.9% |
| Participant deferral / active EE | $4,462 | $7,717-42.2% | $6,431-30.6% | $5,983-25.4% |
| Admin fee / account holder | $1,414 | $17,912-92.1% | $11,856-88.1% | $11,250-87.4% |