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 | $58,382 | $93,598-37.6% | $135,974-57.1% | $75,173-22.3% |
| Participation rate | 80.5% | 75.2%+5.3pp | 81.9%-1.4pp | 67.2%+13.3pp |
| Annual return | 32.16% | 30.89%+1.3pp | 68.30%-36.1pp | 160.72%-128.6pp |
| Employer contribution / active EE | $2,927 | $3,538-17.3% | $4,859-39.8% | $2,671+9.6% |
| Participant deferral / active EE | $7,364 | $6,405+15.0% | $7,760-5.1% | $4,126+78.5% |
| Admin fee / account holder | $2,593 | $6,978-62.8% | $10,767-75.9% | $5,651-54.1% |