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 | $46,456 | $56,894-18.3% | $84,753-45.2% | $62,881-26.1% |
| Participation rate | 80.0% | 68.5%+11.5pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 15.31% | 6.30%+9.0pp | 22.78%-7.5pp | 20.14%-4.8pp |
| Employer contribution / active EE | $3,840 | $2,400+60.0% | $3,574+7.4% | $2,281+68.4% |
| Participant deferral / active EE | $5,150 | $2,709+90.1% | $3,712+38.7% | $3,203+60.8% |
| Admin fee / account holder | $1,275 | $3,581-64.4% | $5,333-76.1% | $4,296-70.3% |