Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $57,143 | $77,472-26.2% | $100,392-43.1% | $80,935-29.4% |
| Participation rate | 97.2% | 76.9%+20.3pp | 81.5%+15.7pp | 67.7%+29.6pp |
| Annual return | 24.22% | 37.26%-13.0pp | 49.45%-25.2pp | 35.66%-11.4pp |
| Employer contribution / active EE | $5,619 | $2,800+100.7% | $3,941+42.6% | $2,757+103.8% |
| Participant deferral / active EE | $12,711 | $6,818+86.4% | $8,090+57.1% | $4,299+195.6% |
| Admin fee / account holder | $3,402 | $5,885-42.2% | $7,904-57.0% | $6,924-50.9% |