Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,622 | $99,994-52.4% | $146,643-67.5% | $85,847-44.5% |
| Participation rate | 90.2% | 73.1%+17.1pp | 80.1%+10.1pp | 69.3%+20.8pp |
| Annual return | 13.30% | 18.93%-5.6pp | 22.75%-9.4pp | 318.61%-305.3pp |
| Employer contribution / active EE | $1,868 | $2,559-27.0% | $4,137-54.8% | $2,565-27.2% |
| Participant deferral / active EE | $3,411 | $4,006-14.9% | $5,506-38.1% | $3,952-13.7% |
| Admin fee / account holder | $3,044 | $7,703-60.5% | $10,280-70.4% | $6,261-51.4% |