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 | $51,743 | $89,370-42.1% | $141,197-63.4% | $72,976-29.1% |
| Participation rate | 86.4% | 75.1%+11.2pp | 82.5%+3.9pp | 69.5%+16.9pp |
| Annual return | 22.68% | 111.88%-89.2pp | 71.41%-48.7pp | 81.02%-58.3pp |
| Employer contribution / active EE | $3,273 | $3,115+5.1% | $4,736-30.9% | $2,440+34.1% |
| Participant deferral / active EE | $8,253 | $5,419+52.3% | $6,710+23.0% | $3,608+128.8% |
| Admin fee / account holder | $2,995 | $5,957-49.7% | $10,265-70.8% | $5,124-41.5% |