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 | $47,725 | $57,140-16.5% | $85,240-44.0% | $80,959-41.0% |
| Participation rate | 74.2% | 56.4%+17.8pp | 67.5%+6.7pp | 67.7%+6.5pp |
| Annual return | 14.48% | 21.71%-7.2pp | 66.75%-52.3pp | 35.67%-21.2pp |
| Employer contribution / active EE | $2,336 | $1,802+29.7% | $2,735-14.6% | $2,757-15.3% |
| Participant deferral / active EE | $4,096 | $3,115+31.5% | $4,527-9.5% | $4,300-4.7% |
| Admin fee / account holder | $836 | $4,992-83.3% | $6,165-86.4% | $6,925-87.9% |