Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $44,661 | $43,496+2.7% | $161,489-72.3% | $64,340-30.6% |
| Participation rate | 96.2% | 53.5%+42.7pp | 78.7%+17.5pp | 55.2%+41.0pp |
| Annual return | 25.79% | 20.76%+5.0pp | 89.72%-63.9pp | 24.14%+1.6pp |
| Employer contribution / active EE | $2,597 | $1,431+81.5% | $4,268-39.2% | $1,862+39.5% |
| Participant deferral / active EE | $7,763 | $1,996+288.9% | $5,630+37.9% | $2,980+160.5% |
| Admin fee / account holder | $3,746 | $2,330+60.7% | $16,006-76.6% | $3,703+1.2% |