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 | $48,654 | $48,337+0.7% | $67,560-28.0% | $80,959-39.9% |
| Participation rate | 77.8% | 66.4%+11.3pp | 72.9%+4.8pp | 67.7%+10.1pp |
| Annual return | 13.95% | 18.26%-4.3pp | 3533.50%-3519.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,739 | $2,023-14.0% | $2,737-36.4% | $2,757-36.9% |
| Participant deferral / active EE | $4,850 | $2,928+65.6% | $4,004+21.1% | $4,300+12.8% |
| Admin fee / account holder | $1,138 | $3,695-69.2% | $3,994-71.5% | $6,925-83.6% |