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 | $55,861 | $76,551-27.0% | $123,894-54.9% | $62,881-11.2% |
| Participation rate | 92.9% | 73.0%+19.9pp | 81.4%+11.4pp | 69.3%+23.6pp |
| Annual return | 8.50% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $4,490 | $2,882+55.8% | $4,617-2.7% | $2,281+96.9% |
| Participant deferral / active EE | $10,303 | $4,840+112.9% | $5,984+72.2% | $3,203+221.7% |
| Admin fee / account holder | $5,073 | $4,826+5.1% | $8,357-39.3% | $4,296+18.1% |