Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $55,588 | $109,359-49.2% | $162,185-65.7% | $72,977-23.8% |
| Participation rate | 94.2% | 84.3%+10.0pp | 87.6%+6.7pp | 69.5%+24.7pp |
| Annual return | 20.21% | 25.46%-5.3pp | 115.61%-95.4pp | 81.02%-60.8pp |
| Employer contribution / active EE | $2,580 | $3,907-34.0% | $5,613-54.0% | $2,440+5.7% |
| Participant deferral / active EE | $4,440 | $5,481-19.0% | $7,297-39.2% | $3,608+23.1% |
| Admin fee / account holder | $5,319 | $7,972-33.3% | $10,844-51.0% | $5,124+3.8% |