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 | $46,206 | $114,712-59.7% | $173,730-73.4% | $87,485-47.2% |
| Participation rate | 97.4% | 73.0%+24.4pp | 79.6%+17.8pp | 68.9%+28.4pp |
| Annual return | 20.54% | 20.18%+0.4pp | 19.96%+0.6pp | 26.06%-5.5pp |
| Employer contribution / active EE | $2,438 | $2,904-16.0% | $4,577-46.7% | $2,596-6.1% |
| Participant deferral / active EE | $5,980 | $4,642+28.8% | $6,326-5.5% | $4,274+39.9% |
| Admin fee / account holder | $4,861 | $10,210-52.4% | $17,523-72.3% | $7,775-37.5% |