Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $52,605 | $81,331-35.3% | $155,534-66.2% | $80,935-35.0% |
| Participation rate | 89.7% | 66.3%+23.4pp | 78.2%+11.4pp | 67.7%+22.0pp |
| Annual return | 12.04% | 33.37%-21.3pp | 64.92%-52.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $3,407 | $3,105+9.7% | $4,675-27.1% | $2,757+23.6% |
| Participant deferral / active EE | $5,024 | $3,454+45.4% | $5,630-10.8% | $4,299+16.8% |
| Admin fee / account holder | $1,770 | $7,999-77.9% | $15,900-88.9% | $6,924-74.4% |