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 | $49,589 | $106,524-53.4% | $152,301-67.4% | $87,485-43.3% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.4%+6.4pp | 68.9%+20.0pp |
| Annual return | 18.85% | 26.89%-8.0pp | 80.50%-61.7pp | 26.06%-7.2pp |
| Employer contribution / active EE | $2,115 | $3,371-37.3% | $4,624-54.3% | $2,596-18.5% |
| Participant deferral / active EE | $4,346 | $6,525-33.4% | $8,004-45.7% | $4,274+1.7% |
| Admin fee / account holder | $715 | $8,287-91.4% | $14,398-95.0% | $7,775-90.8% |