Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $45,560 | $138,393-67.1% | $184,256-75.3% | $80,959-43.7% |
| Participation rate | 89.7% | 83.9%+5.8pp | 86.8%+2.9pp | 67.7%+22.1pp |
| Annual return | 28.67% | 20.01%+8.7pp | 28.85%-0.2pp | 35.67%-7.0pp |
| Employer contribution / active EE | $4,961 | $4,847+2.3% | $6,427-22.8% | $2,757+79.9% |
| Participant deferral / active EE | $10,622 | $7,076+50.1% | $9,133+16.3% | $4,300+147.0% |
| Admin fee / account holder | $2,162 | $10,489-79.4% | $13,899-84.4% | $6,925-68.8% |