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 | $55,848 | $159,934-65.1% | $147,005-62.0% | $145,959-61.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.05% | 98.24%-85.2pp | 418.76%-405.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $2,558 | $5,287-51.6% | $4,934-48.2% | $4,661-45.1% |
| Participant deferral / active EE | $7,436 | $8,427-11.8% | $8,070-7.8% | $6,689+11.2% |
| Admin fee / account holder | $10,897 | $15,053-27.6% | $13,006-16.2% | $13,398-18.7% |