Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $47,003 | $101,795-53.8% | $165,100-71.5% | $80,959-41.9% |
| Participation rate | 93.3% | 71.8%+21.5pp | 78.6%+14.7pp | 67.7%+25.7pp |
| Annual return | 15.62% | 16.73%-1.1pp | 70.21%-54.6pp | 35.67%-20.0pp |
| Employer contribution / active EE | $2,813 | $2,954-4.8% | $4,348-35.3% | $2,757+2.0% |
| Participant deferral / active EE | $6,460 | $4,476+44.3% | $6,035+7.0% | $4,300+50.2% |
| Admin fee / account holder | $418 | $8,221-94.9% | $12,696-96.7% | $6,925-94.0% |