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 | $47,486 | $51,708-8.2% | $106,619-55.5% | $62,881-24.5% |
| Participation rate | 71.7% | 66.9%+4.9pp | 78.0%-6.3pp | 69.3%+2.4pp |
| Annual return | 8.08% | 4.69%+3.4pp | 9.42%-1.3pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,820 | $1,764+3.2% | $3,947-53.9% | $2,281-20.2% |
| Participant deferral / active EE | $4,175 | $2,315+80.3% | $3,930+6.2% | $3,203+30.3% |
| Admin fee / account holder | $11,707 | $3,349+249.6% | $6,418+82.4% | $4,296+172.5% |