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 | $47,493 | $64,517-26.4% | $81,438-41.7% | $80,874-41.3% |
| Participation rate | 77.4% | 63.9%+13.5pp | 69.5%+7.9pp | 67.6%+9.8pp |
| Annual return | 31.22% | 16.35%+14.9pp | 24.74%+6.5pp | 35.62%-4.4pp |
| Employer contribution / active EE | $3,567 | $1,982+80.0% | $2,460+45.0% | $2,756+29.4% |
| Participant deferral / active EE | $6,240 | $3,096+101.6% | $3,883+60.7% | $4,297+45.2% |
| Admin fee / account holder | $834 | $5,677-85.3% | $5,764-85.5% | $6,935-88.0% |