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 | $47,654 | $77,358-38.4% | $102,184-53.4% | $87,485-45.5% |
| Participation rate | 92.9% | 78.7%+14.2pp | 82.6%+10.3pp | 68.9%+23.9pp |
| Annual return | 17.60% | 41.11%-23.5pp | 31.58%-14.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $3,699 | $2,562+44.4% | $3,594+2.9% | $2,596+42.5% |
| Participant deferral / active EE | $8,014 | $6,753+18.7% | $8,309-3.5% | $4,274+87.5% |
| Admin fee / account holder | $4,305 | $6,809-36.8% | $11,609-62.9% | $7,775-44.6% |