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 | $42,710 | $62,672-31.9% | $185,117-76.9% | $70,126-39.1% |
| Participation rate | 95.0% | 63.8%+31.2pp | 77.3%+17.7pp | 69.5%+25.5pp |
| Annual return | 35.50% | 40.79%-5.3pp | 40.50%-5.0pp | 73.15%-37.6pp |
| Employer contribution / active EE | $5,448 | $1,753+210.7% | $4,182+30.3% | $2,343+132.6% |
| Participant deferral / active EE | $8,683 | $3,272+165.4% | $5,045+72.1% | $3,332+160.6% |
| Admin fee / account holder | $4,162 | $3,932+5.9% | $8,159-49.0% | $4,645-10.4% |