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 | $59,927 | $65,367-8.3% | $92,915-35.5% | $72,976-17.9% |
| Participation rate | 79.1% | 68.3%+10.8pp | 76.0%+3.1pp | 69.5%+9.6pp |
| Annual return | 23.11% | 42.11%-19.0pp | 109.45%-86.3pp | 81.02%-57.9pp |
| Employer contribution / active EE | $2,888 | $2,594+11.3% | $3,653-21.0% | $2,440+18.3% |
| Participant deferral / active EE | $4,241 | $3,128+35.6% | $4,238+0.1% | $3,608+17.5% |
| Admin fee / account holder | $1,424 | $4,251-66.5% | $5,796-75.4% | $5,124-72.2% |