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 | $44,986 | $81,276-44.6% | $155,574-71.1% | $80,925-44.4% |
| Participation rate | 89.7% | 66.2%+23.4pp | 78.2%+11.4pp | 67.7%+22.0pp |
| Annual return | 10.64% | 33.36%-22.7pp | 64.87%-54.2pp | 35.65%-25.0pp |
| Employer contribution / active EE | $3,887 | $3,103+25.3% | $4,676-16.9% | $2,756+41.0% |
| Participant deferral / active EE | $2,868 | $3,453-16.9% | $5,629-49.0% | $4,299-33.3% |
| Admin fee / account holder | $825 | $7,993-89.7% | $15,914-94.8% | $6,940-88.1% |