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 | $60,834 | $100,194-39.3% | $122,979-50.5% | $86,983-30.1% |
| Participation rate | 76.5% | 73.0%+3.5pp | 77.2%-0.7pp | 69.5%+6.9pp |
| Annual return | 20.41% | 16.47%+3.9pp | 20.12%+0.3pp | 25.83%-5.4pp |
| Employer contribution / active EE | $5,882 | $2,326+152.9% | $3,062+92.1% | $2,584+127.6% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,058 | $10,148-60.0% | $12,864-68.5% | $7,856-48.3% |