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 | $55,167 | $91,559-39.7% | $133,978-58.8% | $79,856-30.9% |
| Participation rate | 84.7% | 73.3%+11.4pp | 79.8%+4.9pp | 69.6%+15.1pp |
| Annual return | 22.85% | 61.85%-39.0pp | 45.10%-22.2pp | 31.71%-8.9pp |
| Employer contribution / active EE | $2,294 | $2,384-3.8% | $3,919-41.5% | $2,471-7.2% |
| Participant deferral / active EE | $6,091 | $3,734+63.1% | $5,047+20.7% | $3,741+62.8% |
| Admin fee / account holder | $2,814 | $6,321-55.5% | $8,930-68.5% | $5,306-47.0% |