Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,358 | $86,949-34.0% | $102,460-44.0% | $80,959-29.2% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.7%+19.8pp |
| Annual return | 14.99% | 18.89%-3.9pp | 29.47%-14.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $6,133 | $2,370+158.8% | $3,025+102.7% | $2,757+122.4% |
| Participant deferral / active EE | $3,165 | $4,121-23.2% | $5,056-37.4% | $4,300-26.4% |
| Admin fee / account holder | $709 | $8,048-91.2% | $9,460-92.5% | $6,925-89.8% |