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 | $50,734 | $77,638-34.7% | $156,551-67.6% | $62,881-19.3% |
| Participation rate | 83.1% | 71.2%+11.9pp | 84.0%-0.9pp | 69.3%+13.8pp |
| Annual return | 6.57% | 50.33%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,856 | $3,444-46.1% | $5,501-66.3% | $2,281-18.6% |
| Participant deferral / active EE | $2,969 | $3,046-2.5% | $4,871-39.1% | $3,203-7.3% |
| Admin fee / account holder | $4,117 | $5,561-26.0% | $13,028-68.4% | $4,296-4.2% |