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 | $47,852 | $228,352-79.0% | $185,827-74.2% | $158,950-69.9% |
| Participation rate | 84.6% | 82.3%+2.3pp | 78.0%+6.6pp | 82.0%+2.7pp |
| Annual return | 10.71% | 40.81%-30.1pp | 35.96%-25.3pp | 302.91%-292.2pp |
| Employer contribution / active EE | $2,158 | $4,967-56.5% | $4,087-47.2% | $4,762-54.7% |
| Participant deferral / active EE | $3,483 | $6,416-45.7% | $5,633-38.2% | $5,983-41.8% |
| Admin fee / account holder | $803 | $11,867-93.2% | $9,502-91.5% | $11,248-92.9% |