Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $57,370 | $126,661-54.7% | $113,397-49.4% | $138,895-58.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.5%+11.0pp | 79.9%+7.6pp |
| Annual return | 37.35% | 25.05%+12.3pp | 23.20%+14.1pp | 145.39%-108.0pp |
| Employer contribution / active EE | $1,575 | $3,456-54.4% | $2,977-47.1% | $4,194-62.4% |
| Participant deferral / active EE | $3,702 | $5,693-35.0% | $5,076-27.1% | $6,396-42.1% |
| Admin fee / account holder | $384 | $14,549-97.4% | $11,957-96.8% | $12,562-96.9% |