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 | $50,656 | $77,920-35.0% | $149,723-66.2% | $75,177-32.6% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.3pp |
| Annual return | 20.02% | 31.72%-11.7pp | 134.50%-114.5pp | 160.75%-140.7pp |
| Employer contribution / active EE | $5,476 | $3,138+74.5% | $4,821+13.6% | $2,671+105.0% |
| Participant deferral / active EE | $3,562 | $3,411+4.4% | $5,682-37.3% | $4,126-13.7% |
| Admin fee / account holder | $3,089 | $5,951-48.1% | $13,215-76.6% | $5,651-45.3% |