Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $47,298 | $124,213-61.9% | $118,106-60.0% | $154,746-69.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 20.36% | 18.29%+2.1pp | 19.44%+0.9pp | 172.34%-152.0pp |
| Employer contribution / active EE | $3,170 | $4,905-35.4% | $4,698-32.5% | $4,379-27.6% |
| Participant deferral / active EE | $6,891 | $6,859+0.5% | $6,619+4.1% | $6,730+2.4% |
| Admin fee / account holder | $424 | $9,627-95.6% | $8,973-95.3% | $14,365-97.1% |