Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $62,466 | $90,486-31.0% | $78,676-20.6% | $273,972-77.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 15.48% | 75.62%-60.1pp | 62.19%-46.7pp | 41.46%-26.0pp |
| Employer contribution / active EE | $3,753 | $3,175+18.2% | $2,850+31.7% | $4,869-22.9% |
| Participant deferral / active EE | $6,875 | $3,901+76.2% | $3,517+95.5% | $5,287+30.0% |
| Admin fee / account holder | $2,881 | $5,263-45.3% | $4,510-36.1% | $10,133-71.6% |