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 | $54,331 | $140,592-61.4% | $123,105-55.9% | $125,389-56.7% |
| Participation rate | 94.1% | 88.2%+5.9pp | 86.8%+7.3pp | 83.2%+10.9pp |
| Annual return | 0.11% | 16.80%-16.7pp | 13.22%-13.1pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,692 | $6,041-55.4% | $5,151-47.7% | $4,866-44.7% |
| Participant deferral / active EE | $5,568 | $6,980-20.2% | $6,229-10.6% | $5,352+4.0% |
| Admin fee / account holder | $7,709 | $11,198-31.2% | $9,014-14.5% | $9,541-19.2% |