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 | $56,286 | $90,486-37.8% | $78,676-28.5% | $273,972-79.5% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 24.62% | 75.62%-51.0pp | 62.19%-37.6pp | 41.46%-16.8pp |
| Employer contribution / active EE | $1,517 | $3,175-52.2% | $2,850-46.8% | $4,869-68.8% |
| Participant deferral / active EE | $2,807 | $3,901-28.0% | $3,517-20.2% | $5,287-46.9% |
| Admin fee / account holder | $6,582 | $5,263+25.1% | $4,510+45.9% | $10,133-35.0% |