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 | $46,363 | $81,331-43.0% | $155,534-70.2% | $80,935-42.7% |
| Participation rate | 85.3% | 66.3%+19.0pp | 78.2%+7.1pp | 67.7%+17.6pp |
| Annual return | 11.01% | 33.37%-22.4pp | 64.92%-53.9pp | 35.66%-24.7pp |
| Employer contribution / active EE | $4,789 | $3,105+54.3% | $4,675+2.4% | $2,757+73.7% |
| Participant deferral / active EE | $5,234 | $3,454+51.5% | $5,630-7.0% | $4,299+21.7% |
| Admin fee / account holder | $579 | $7,999-92.8% | $15,900-96.4% | $6,924-91.6% |