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 | $48,860 | $78,197-37.5% | $98,090-50.2% | $82,637-40.9% |
| Participation rate | 97.9% | 77.5%+20.4pp | 81.5%+16.4pp | 68.1%+29.9pp |
| Annual return | 30.60% | 40.25%-9.6pp | 37.05%-6.4pp | 53.51%-22.9pp |
| Employer contribution / active EE | $7,561 | $2,605+190.3% | $3,606+109.6% | $2,552+196.2% |
| Participant deferral / active EE | $14,567 | $6,636+119.5% | $7,845+85.7% | $4,126+253.1% |
| Admin fee / account holder | $3,866 | $14,832-73.9% | $11,815-67.3% | $7,339-47.3% |