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 | $48,348 | $54,757-11.7% | $90,300-46.5% | $72,983-33.8% |
| Participation rate | 92.9% | 65.1%+27.7pp | 73.3%+19.6pp | 69.5%+23.4pp |
| Annual return | 19.74% | 30.63%-10.9pp | 78.11%-58.4pp | 81.01%-61.3pp |
| Employer contribution / active EE | $3,762 | $2,092+79.8% | $2,854+31.8% | $2,440+54.2% |
| Participant deferral / active EE | $7,905 | $2,887+173.8% | $3,884+103.5% | $3,608+119.1% |
| Admin fee / account holder | $5,160 | $3,972+29.9% | $5,353-3.6% | $5,124+0.7% |