Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $52,688 | $136,860-61.5% | $120,344-56.2% | $154,746-66.0% |
| Participation rate | 89.5% | 79.9%+9.6pp | 76.7%+12.8pp | 80.7%+8.8pp |
| Annual return | 14.05% | 21.38%-7.3pp | 20.30%-6.3pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,059 | $3,533-41.7% | $3,020-31.8% | $4,379-53.0% |
| Participant deferral / active EE | $5,757 | $5,793-0.6% | $5,135+12.1% | $6,730-14.5% |
| Admin fee / account holder | $25,897 | $15,393+68.2% | $12,742+103.2% | $14,365+80.3% |