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 | $61,918 | $228,352-72.9% | $185,835-66.7% | $158,966-61.0% |
| Participation rate | 84.2% | 82.3%+1.9pp | 78.0%+6.2pp | 82.0%+2.2pp |
| Annual return | 17.29% | 40.81%-23.5pp | 35.96%-18.7pp | 302.95%-285.7pp |
| Employer contribution / active EE | $2,878 | $4,967-42.1% | $4,087-29.6% | $4,762-39.6% |
| Participant deferral / active EE | $5,199 | $6,416-19.0% | $5,633-7.7% | $5,983-13.1% |
| Admin fee / account holder | $9,483 | $11,867-20.1% | $9,502-0.2% | $11,250-15.7% |