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 | $47,633 | $107,666-55.8% | $102,184-53.4% | $154,746-69.2% |
| Participation rate | 95.7% | 83.7%+11.9pp | 82.6%+13.1pp | 80.7%+15.0pp |
| Annual return | 19.97% | 29.33%-9.4pp | 31.58%-11.6pp | 172.34%-152.4pp |
| Employer contribution / active EE | $6,739 | $3,846+75.2% | $3,594+87.5% | $4,379+53.9% |
| Participant deferral / active EE | $11,942 | $8,719+37.0% | $8,309+43.7% | $6,730+77.4% |
| Admin fee / account holder | $5,837 | $12,943-54.9% | $11,609-49.7% | $14,365-59.4% |