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 | $53,114 | $210,343-74.7% | $153,476-65.4% | $145,978-63.6% |
| Participation rate | 93.3% | 82.1%+11.2pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 9.03% | 13.38%-4.3pp | 15.66%-6.6pp | 550.52%-541.5pp |
| Employer contribution / active EE | $3,622 | $6,047-40.1% | $5,038-28.1% | $4,662-22.3% |
| Participant deferral / active EE | $3,608 | $7,977-54.8% | $6,759-46.6% | $6,690-46.1% |
| Admin fee / account holder | $8,707 | $19,424-55.2% | $12,729-31.6% | $13,400-35.0% |