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 | $81,358-39.9% | $155,556-68.6% | $80,959-39.6% |
| Participation rate | 90.3% | 66.3%+24.1pp | 78.2%+12.1pp | 67.7%+22.7pp |
| Annual return | 13.02% | 33.39%-20.4pp | 64.84%-51.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $6,416 | $3,106+106.5% | $4,675+37.2% | $2,757+132.7% |
| Participant deferral / active EE | $4,865 | $3,455+40.8% | $5,631-13.6% | $4,300+13.1% |
| Admin fee / account holder | $1,538 | $7,994-80.8% | $15,885-90.3% | $6,925-77.8% |