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 | $54,462 | $51,222+6.3% | $70,544-22.8% | $75,173-27.6% |
| Participation rate | 71.4% | 61.0%+10.5pp | 68.4%+3.1pp | 67.2%+4.2pp |
| Annual return | 29.20% | 30.06%-0.9pp | 32.79%-3.6pp | 160.72%-131.5pp |
| Employer contribution / active EE | $1,974 | $1,827+8.1% | $2,976-33.6% | $2,671-26.1% |
| Participant deferral / active EE | $5,869 | $2,850+105.9% | $4,568+28.5% | $4,126+42.2% |
| Admin fee / account holder | $19,054 | $4,096+365.2% | $6,427+196.5% | $5,651+237.2% |