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 | $47,539 | $72,027-34.0% | $185,861-74.4% | $79,856-40.5% |
| Participation rate | 98.0% | 65.8%+32.2pp | 78.0%+20.0pp | 69.6%+28.4pp |
| Annual return | 16.39% | 23.13%-6.7pp | 35.96%-19.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $8,084 | $1,965+311.4% | $4,088+97.7% | $2,471+227.1% |
| Participant deferral / active EE | $7,001 | $3,780+85.2% | $5,634+24.3% | $3,741+87.2% |
| Admin fee / account holder | $8,204 | $4,513+81.8% | $9,503-13.7% | $5,306+54.6% |