Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $47,983 | $102,609-53.2% | $98,090-51.1% | $138,895-65.5% |
| Participation rate | 71.4% | 82.8%-11.3pp | 81.5%-10.1pp | 79.9%-8.5pp |
| Annual return | 20.89% | 36.44%-15.5pp | 37.05%-16.2pp | 145.39%-124.5pp |
| Employer contribution / active EE | $3,377 | $3,867-12.7% | $3,606-6.4% | $4,194-19.5% |
| Participant deferral / active EE | $6,793 | $8,167-16.8% | $7,845-13.4% | $6,396+6.2% |
| Admin fee / account holder | $6,931 | $11,434-39.4% | $11,815-41.3% | $12,562-44.8% |