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 | $46,543 | $181,896-74.4% | $156,551-70.3% | $273,972-83.0% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 5.52% | 30.74%-25.2pp | 32.23%-26.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $4,295 | $6,248-31.3% | $5,501-21.9% | $4,869-11.8% |
| Participant deferral / active EE | $2,015 | $5,550-63.7% | $4,871-58.6% | $5,287-61.9% |
| Admin fee / account holder | $764 | $15,560-95.1% | $13,028-94.1% | $10,133-92.5% |