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 | $71,353-33.2% | $92,805-48.7% | $86,983-45.2% |
| Participation rate | 92.9% | 80.9%+12.0pp | 83.5%+9.3pp | 69.5%+23.3pp |
| Annual return | 17.60% | 44.68%-27.1pp | 31.59%-14.0pp | 25.83%-8.2pp |
| Employer contribution / active EE | $3,699 | $2,468+49.9% | $3,424+8.0% | $2,584+43.1% |
| Participant deferral / active EE | $8,014 | $6,966+15.0% | $8,448-5.1% | $4,194+91.1% |
| Admin fee / account holder | $4,305 | $6,099-29.4% | $10,911-60.5% | $7,856-45.2% |