Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,426 | $135,956-77.6% | $123,894-75.4% | $273,972-88.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 4.93% | 56.63%-51.7pp | 47.52%-42.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,607 | $5,170-68.9% | $4,617-65.2% | $4,869-67.0% |
| Participant deferral / active EE | $4,882 | $6,343-23.0% | $5,984-18.4% | $5,287-7.7% |
| Admin fee / account holder | $611 | $9,817-93.8% | $8,357-92.7% | $10,133-94.0% |