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 | $51,303 | $63,845-19.6% | $81,370-37.0% | $80,959-36.6% |
| Participation rate | 91.4% | 63.9%+27.5pp | 69.5%+21.9pp | 67.7%+23.8pp |
| Annual return | 10.65% | 16.37%-5.7pp | 24.85%-14.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $2,862 | $1,980+44.6% | $2,464+16.2% | $2,757+3.8% |
| Participant deferral / active EE | $5,678 | $3,093+83.6% | $3,885+46.2% | $4,300+32.0% |
| Admin fee / account holder | $49,317 | $5,688+767.0% | $5,749+757.8% | $6,925+612.1% |