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 | $47,663 | $86,949-45.2% | $102,460-53.5% | $80,959-41.1% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.5pp | 67.7%+29.4pp |
| Annual return | 11.09% | 18.89%-7.8pp | 29.47%-18.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $3,057 | $2,370+29.0% | $3,025+1.0% | $2,757+10.9% |
| Participant deferral / active EE | $6,266 | $4,121+52.0% | $5,056+23.9% | $4,300+45.7% |
| Admin fee / account holder | $6,602 | $8,048-18.0% | $9,460-30.2% | $6,925-4.7% |