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 | $45,097 | $77,638-41.9% | $156,551-71.2% | $62,881-28.3% |
| Participation rate | 93.0% | 71.2%+21.8pp | 84.0%+9.0pp | 69.3%+23.7pp |
| Annual return | 5.04% | 50.33%-45.3pp | 32.23%-27.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $8,445 | $3,444+145.2% | $5,501+53.5% | $2,281+270.2% |
| Participant deferral / active EE | $3,638 | $3,046+19.5% | $4,871-25.3% | $3,203+13.6% |
| Admin fee / account holder | $1,060 | $5,561-80.9% | $13,028-91.9% | $4,296-75.3% |