Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $47,550 | $110,307-56.9% | $96,576-50.8% | $139,456-65.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 13.60% | 26.40%-12.8pp | 25.87%-12.3pp | 373.45%-359.8pp |
| Employer contribution / active EE | $2,828 | $3,619-21.9% | $2,965-4.6% | $4,753-40.5% |
| Participant deferral / active EE | $8,631 | $5,547+55.6% | $4,851+77.9% | $6,711+28.6% |
| Admin fee / account holder | $9,940 | $11,597-14.3% | $8,253+20.4% | $11,407-12.9% |