Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $50,518 | $108,825-53.6% | $156,181-67.7% | $82,448-38.7% |
| Participation rate | 93.3% | 72.4%+21.0pp | 78.8%+14.5pp | 68.1%+25.3pp |
| Annual return | 18.39% | 20.59%-2.2pp | 64.87%-46.5pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,447 | $2,870-14.7% | $4,294-43.0% | $2,551-4.1% |
| Participant deferral / active EE | $4,595 | $4,577+0.4% | $6,132-25.1% | $4,139+11.0% |
| Admin fee / account holder | $3,431 | $9,341-63.3% | $14,586-76.5% | $7,234-52.6% |