Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,672 | $49,249-9.3% | $70,476-36.6% | $79,852-44.1% |
| Participation rate | 98.7% | 69.2%+29.5pp | 75.1%+23.6pp | 69.6%+29.0pp |
| Annual return | 7.63% | 30.09%-22.5pp | 109.12%-101.5pp | 31.72%-24.1pp |
| Employer contribution / active EE | $4,269 | $2,100+103.3% | $2,738+55.9% | $2,471+72.8% |
| Participant deferral / active EE | $3,914 | $2,769+41.4% | $3,710+5.5% | $3,740+4.7% |
| Admin fee / account holder | $4,754 | $2,878+65.2% | $3,847+23.6% | $5,306-10.4% |