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 | $55,964 | $93,598-40.2% | $135,974-58.8% | $75,173-25.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 20.91% | 30.89%-10.0pp | 68.30%-47.4pp | 160.72%-139.8pp |
| Employer contribution / active EE | $2,905 | $3,538-17.9% | $4,859-40.2% | $2,671+8.8% |
| Participant deferral / active EE | $7,825 | $6,405+22.2% | $7,760+0.8% | $4,126+89.6% |
| Admin fee / account holder | $5,818 | $6,978-16.6% | $10,767-46.0% | $5,651+3.0% |