Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $56,130 | $101,778-44.9% | $164,975-66.0% | $80,925-30.6% |
| Participation rate | 77.8% | 71.8%+5.9pp | 78.6%-0.8pp | 67.7%+10.1pp |
| Annual return | 12.75% | 16.73%-4.0pp | 70.12%-57.4pp | 35.65%-22.9pp |
| Employer contribution / active EE | $2,366 | $2,954-19.9% | $4,343-45.5% | $2,756-14.2% |
| Participant deferral / active EE | $3,612 | $4,477-19.3% | $6,033-40.1% | $4,299-16.0% |
| Admin fee / account holder | $1,762 | $8,221-78.6% | $12,688-86.1% | $6,940-74.6% |