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 | $114,013-48.5% | $103,693-43.3% | $155,188-62.1% |
| Participation rate | 95.2% | 75.2%+20.0pp | 72.6%+22.6pp | 80.8%+14.4pp |
| Annual return | 15.98% | 49.31%-33.3pp | 47.61%-31.6pp | 148.84%-132.9pp |
| Employer contribution / active EE | $2,208 | $3,131-29.5% | $2,920-24.4% | $4,248-48.0% |
| Participant deferral / active EE | $5,885 | $4,970+18.4% | $4,579+28.5% | $6,531-9.9% |
| Admin fee / account holder | $12,074 | $8,407+43.6% | $7,858+53.7% | $14,480-16.6% |