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 | $46,358 | $76,551-39.4% | $123,894-62.6% | $62,881-26.3% |
| Participation rate | 97.1% | 73.0%+24.1pp | 81.4%+15.6pp | 69.3%+27.8pp |
| Annual return | 16.06% | 18.68%-2.6pp | 47.52%-31.5pp | 20.14%-4.1pp |
| Employer contribution / active EE | $4,739 | $2,882+64.4% | $4,617+2.6% | $2,281+107.8% |
| Participant deferral / active EE | $9,843 | $4,840+103.4% | $5,984+64.5% | $3,203+207.3% |
| Admin fee / account holder | $2,017 | $4,826-58.2% | $8,357-75.9% | $4,296-53.1% |