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 | $46,326 | $43,075+7.5% | $74,577-37.9% | $62,881-26.3% |
| Participation rate | 86.7% | 58.1%+28.6pp | 68.1%+18.6pp | 69.3%+17.4pp |
| Annual return | 6.93% | 17.50%-10.6pp | 20.47%-13.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $5,223 | $1,498+248.7% | $2,525+106.8% | $2,281+129.0% |
| Participant deferral / active EE | $3,470 | $2,389+45.2% | $3,458+0.3% | $3,203+8.3% |
| Admin fee / account holder | $1,051 | $2,840-63.0% | $4,138-74.6% | $4,296-75.5% |