Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $58,980 | $88,672-33.5% | $105,223-43.9% | $82,448-28.5% |
| Participation rate | 74.5% | 67.9%+6.5pp | 75.0%-0.6pp | 68.1%+6.4pp |
| Annual return | 24.28% | 30.86%-6.6pp | 180.65%-156.4pp | 41.64%-17.4pp |
| Employer contribution / active EE | $2,157 | $3,048-29.2% | $3,689-41.5% | $2,551-15.4% |
| Participant deferral / active EE | $4,587 | $4,036+13.6% | $5,072-9.6% | $4,139+10.8% |
| Admin fee / account holder | $1,891 | $7,146-73.5% | $8,859-78.7% | $7,234-73.9% |