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 | $81,331-44.7% | $155,534-71.1% | $80,935-44.4% |
| Participation rate | 89.7% | 66.3%+23.4pp | 78.2%+11.4pp | 67.7%+22.0pp |
| Annual return | 10.64% | 33.37%-22.7pp | 64.92%-54.3pp | 35.66%-25.0pp |
| Employer contribution / active EE | $3,887 | $3,105+25.2% | $4,675-16.8% | $2,757+41.0% |
| Participant deferral / active EE | $2,868 | $3,454-17.0% | $5,630-49.1% | $4,299-33.3% |
| Admin fee / account holder | $825 | $7,999-89.7% | $15,900-94.8% | $6,924-88.1% |