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 | $52,393 | $89,259-41.3% | $107,187-51.1% | $82,637-36.6% |
| Participation rate | 97.0% | 67.9%+29.0pp | 75.0%+21.9pp | 68.1%+28.9pp |
| Annual return | 15.83% | 21.02%-5.2pp | 204.55%-188.7pp | 53.51%-37.7pp |
| Employer contribution / active EE | $2,683 | $3,080-12.9% | $3,782-29.1% | $2,552+5.1% |
| Participant deferral / active EE | $6,982 | $4,037+72.9% | $5,096+37.0% | $4,126+69.2% |
| Admin fee / account holder | $8,374 | $7,381+13.5% | $9,162-8.6% | $7,339+14.1% |