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 | $55,483 | $154,228-64.0% | $145,433-61.8% | $137,256-59.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 15.71% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,956 | $4,804-59.3% | $4,554-57.1% | $4,156-52.9% |
| Participant deferral / active EE | $4,035 | $8,216-50.9% | $7,897-48.9% | $6,407-37.0% |
| Admin fee / account holder | $4,963 | $14,344-65.4% | $13,129-62.2% | $12,270-59.6% |