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 | $46,568 | $78,520-40.7% | $96,576-51.8% | $82,448-43.5% |
| Participation rate | 71.0% | 77.7%-6.8pp | 81.4%-10.5pp | 68.1%+2.9pp |
| Annual return | 18.65% | 41.30%-22.7pp | 38.47%-19.8pp | 41.64%-23.0pp |
| Employer contribution / active EE | $2,124 | $2,630-19.2% | $3,553-40.2% | $2,551-16.7% |
| Participant deferral / active EE | $5,460 | $6,754-19.2% | $7,956-31.4% | $4,139+31.9% |
| Admin fee / account holder | $371 | $13,455-97.2% | $11,381-96.7% | $7,234-94.9% |