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 | $53,891 | $106,749-49.5% | $145,433-62.9% | $82,448-34.6% |
| Participation rate | 91.7% | 75.6%+16.0pp | 82.1%+9.5pp | 68.1%+23.6pp |
| Annual return | 25.31% | 27.59%-2.3pp | 66.58%-41.3pp | 41.64%-16.3pp |
| Employer contribution / active EE | $3,438 | $3,444-0.2% | $4,554-24.5% | $2,551+34.8% |
| Participant deferral / active EE | $8,700 | $6,519+33.5% | $7,897+10.2% | $4,139+110.2% |
| Admin fee / account holder | $3,515 | $8,390-58.1% | $13,129-73.2% | $7,234-51.4% |