Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $47,605 | $77,638-38.7% | $156,551-69.6% | $62,881-24.3% |
| Participation rate | 76.9% | 71.2%+5.7pp | 84.0%-7.1pp | 69.3%+7.6pp |
| Annual return | 6.93% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,168 | $3,444-8.0% | $5,501-42.4% | $2,281+38.9% |
| Participant deferral / active EE | $5,549 | $3,046+82.2% | $4,871+13.9% | $3,203+73.2% |
| Admin fee / account holder | $902 | $5,561-83.8% | $13,028-93.1% | $4,296-79.0% |