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 | $48,510 | $72,177-32.8% | $115,037-57.8% | $59,633-18.7% |
| Participation rate | 83.3% | 72.6%+10.8pp | 81.4%+2.0pp | 68.7%+14.7pp |
| Annual return | 10.00% | 12.02%-2.0pp | 26.14%-16.1pp | 2041.40%-2031.4pp |
| Employer contribution / active EE | $4,878 | $2,841+71.7% | $4,608+5.9% | $2,203+121.5% |
| Participant deferral / active EE | $6,225 | $4,783+30.2% | $6,026+3.3% | $3,192+95.0% |
| Admin fee / account holder | $8,150 | $4,927+65.4% | $8,175-0.3% | $4,297+89.7% |