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 | $63,485 | $135,956-53.3% | $123,894-48.8% | $273,972-76.8% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 6.09% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,461 | $5,170-52.4% | $4,617-46.7% | $4,869-49.4% |
| Participant deferral / active EE | $4,263 | $6,343-32.8% | $5,984-28.8% | $5,287-19.4% |
| Admin fee / account holder | $1,066 | $9,817-89.1% | $8,357-87.2% | $10,133-89.5% |