Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,266 | $77,492-35.1% | $100,398-49.9% | $80,911-37.9% |
| Participation rate | 96.8% | 76.9%+19.8pp | 81.5%+15.3pp | 67.6%+29.1pp |
| Annual return | 55.56% | 37.23%+18.3pp | 49.32%+6.2pp | 35.63%+19.9pp |
| Employer contribution / active EE | $4,016 | $2,800+43.4% | $3,946+1.8% | $2,756+45.7% |
| Participant deferral / active EE | $12,390 | $6,817+81.7% | $8,084+53.3% | $4,297+188.3% |
| Admin fee / account holder | $6,078 | $5,892+3.2% | $7,893-23.0% | $6,935-12.4% |