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 | $54,427 | $72,269-24.7% | $101,271-46.3% | $79,852-31.8% |
| Participation rate | 85.7% | 68.5%+17.3pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | 12.97% | 22.29%-9.3pp | 46.48%-33.5pp | 31.72%-18.8pp |
| Employer contribution / active EE | $4,137 | $2,692+53.7% | $3,660+13.0% | $2,471+67.4% |
| Participant deferral / active EE | $2,245 | $3,282-31.6% | $4,371-48.6% | $3,740-40.0% |
| Admin fee / account holder | $5,058 | $4,401+14.9% | $5,948-15.0% | $5,306-4.7% |