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 | $49,036 | $185,312-73.5% | $161,489-69.6% | $154,746-68.3% |
| Participation rate | 72.2% | 82.5%-10.2pp | 78.7%-6.5pp | 80.7%-8.5pp |
| Annual return | 11.87% | 103.84%-92.0pp | 89.72%-77.9pp | 172.34%-160.5pp |
| Employer contribution / active EE | $2,842 | $4,769-40.4% | $4,268-33.4% | $4,379-35.1% |
| Participant deferral / active EE | $5,722 | $6,350-9.9% | $5,630+1.6% | $6,730-15.0% |
| Admin fee / account holder | $2,089 | $18,654-88.8% | $16,006-87.0% | $14,365-85.5% |