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 | $45,963 | $225,673-79.6% | $203,872-77.5% | $155,188-70.4% |
| Participation rate | 85.7% | 80.3%+5.4pp | 77.8%+7.9pp | 80.8%+4.9pp |
| Annual return | 11.70% | 95.91%-84.2pp | 85.11%-73.4pp | 148.84%-137.1pp |
| Employer contribution / active EE | $5,099 | $4,099+24.4% | $3,757+35.7% | $4,248+20.0% |
| Participant deferral / active EE | $8,011 | $6,893+16.2% | $6,388+25.4% | $6,531+22.7% |
| Admin fee / account holder | $10,809 | $12,327-12.3% | $11,730-7.9% | $14,480-25.3% |