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 | $47,265 | $59,804-21.0% | $81,982-42.3% | $79,856-40.8% |
| Participation rate | 92.1% | 61.6%+30.5pp | 69.3%+22.8pp | 69.6%+22.5pp |
| Annual return | 16.32% | 17.56%-1.2pp | 41.31%-25.0pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,903 | $1,713+11.1% | $2,498-23.8% | $2,471-23.0% |
| Participant deferral / active EE | $5,336 | $2,695+98.0% | $3,722+43.3% | $3,741+42.6% |
| Admin fee / account holder | $14,003 | $4,288+226.5% | $5,665+147.2% | $5,306+163.9% |