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 | $58,756 | $157,829-62.8% | $136,867-57.1% | $198,609-70.4% |
| Participation rate | 95.2% | 77.2%+18.1pp | 74.5%+20.7pp | 82.4%+12.9pp |
| Annual return | 15.98% | 51.25%-35.3pp | 42.97%-27.0pp | 202.70%-186.7pp |
| Employer contribution / active EE | $2,208 | $3,923-43.7% | $3,547-37.7% | $5,055-56.3% |
| Participant deferral / active EE | $5,885 | $5,463+7.7% | $4,924+19.5% | $6,977-15.7% |
| Admin fee / account holder | $12,074 | $11,107+8.7% | $10,340+16.8% | $19,030-36.6% |