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 | $52,569 | $93,345-43.7% | $119,126-55.9% | $87,485-39.9% |
| Participation rate | 75.0% | 68.7%+6.3pp | 75.8%-0.8pp | 68.9%+6.1pp |
| Annual return | 18.39% | 19.08%-0.7pp | 282.11%-263.7pp | 26.06%-7.7pp |
| Employer contribution / active EE | $2,532 | $3,172-20.2% | $4,034-37.2% | $2,596-2.5% |
| Participant deferral / active EE | $1,958 | $4,099-52.2% | $5,318-63.2% | $4,274-54.2% |
| Admin fee / account holder | $1,576 | $8,039-80.4% | $10,693-85.3% | $7,775-79.7% |