Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $47,571 | $76,834-38.1% | $108,359-56.1% | $87,485-45.6% |
| Participation rate | 75.6% | 61.7%+13.8pp | 70.1%+5.4pp | 68.9%+6.6pp |
| Annual return | 16.40% | 19.09%-2.7pp | 36.89%-20.5pp | 26.06%-9.7pp |
| Employer contribution / active EE | $3,103 | $1,556+99.4% | $2,399+29.3% | $2,596+19.5% |
| Participant deferral / active EE | $4,550 | $3,100+46.8% | $4,137+10.0% | $4,274+6.5% |
| Admin fee / account holder | $820 | $6,537-87.5% | $9,741-91.6% | $7,775-89.5% |