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 | $50,677 | $81,504-37.8% | $102,437-50.5% | $80,959-37.4% |
| Participation rate | 80.8% | 66.9%+13.9pp | 74.5%+6.3pp | 67.7%+13.1pp |
| Annual return | 13.06% | 25.60%-12.5pp | 24.95%-11.9pp | 35.67%-22.6pp |
| Employer contribution / active EE | $3,226 | $3,104+3.9% | $3,871-16.7% | $2,757+17.0% |
| Participant deferral / active EE | $4,576 | $3,871+18.2% | $5,060-9.6% | $4,300+6.4% |
| Admin fee / account holder | $3,660 | $6,719-45.5% | $8,388-56.4% | $6,925-47.2% |