Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,451 | $86,050-42.5% | $189,758-73.9% | $94,015-47.4% |
| Participation rate | 82.9% | 68.9%+14.0pp | 79.8%+3.1pp | 70.8%+12.1pp |
| Annual return | 17.60% | 17.77%-0.2pp | 52.62%-35.0pp | 17.84%-0.2pp |
| Employer contribution / active EE | $1,703 | $2,819-39.6% | $4,767-64.3% | $2,790-39.0% |
| Participant deferral / active EE | $4,488 | $3,349+34.0% | $5,856-23.4% | $4,249+5.6% |
| Admin fee / account holder | $2,766 | $6,627-58.3% | $20,388-86.4% | $8,951-69.1% |