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 | $52,020 | $78,423-33.7% | $95,964-45.8% | $79,856-34.9% |
| Participation rate | 90.6% | 73.5%+17.1pp | 77.1%+13.5pp | 69.6%+20.9pp |
| Annual return | 15.80% | 19.37%-3.6pp | 91.64%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $3,731 | $1,945+91.8% | $2,541+46.8% | $2,471+51.0% |
| Participant deferral / active EE | $3,850 | $3,440+11.9% | $4,167-7.6% | $3,741+2.9% |
| Admin fee / account holder | $5,269 | $5,622-6.3% | $6,797-22.5% | $5,306-0.7% |