Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $48,895 | $81,276-39.8% | $155,574-68.6% | $80,925-39.6% |
| Participation rate | 90.3% | 66.2%+24.1pp | 78.2%+12.1pp | 67.7%+22.7pp |
| Annual return | 13.02% | 33.36%-20.3pp | 64.87%-51.8pp | 35.65%-22.6pp |
| Employer contribution / active EE | $6,416 | $3,103+106.8% | $4,676+37.2% | $2,756+132.8% |
| Participant deferral / active EE | $4,865 | $3,453+40.9% | $5,629-13.6% | $4,299+13.2% |
| Admin fee / account holder | $1,538 | $7,993-80.8% | $15,914-90.3% | $6,940-77.8% |