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 | $59,175 | $80,983-26.9% | $96,544-38.7% | $75,177-21.3% |
| Participation rate | 95.9% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.7pp |
| Annual return | 20.62% | 27.05%-6.4pp | 25.88%-5.3pp | 160.75%-140.1pp |
| Employer contribution / active EE | $1,795 | $2,282-21.4% | $2,966-39.5% | $2,671-32.8% |
| Participant deferral / active EE | $5,987 | $3,929+52.4% | $4,851+23.4% | $4,126+45.1% |
| Admin fee / account holder | $2,664 | $6,717-60.3% | $8,254-67.7% | $5,651-52.9% |