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 | $53,325 | $77,460-31.2% | $100,378-46.9% | $80,925-34.1% |
| Participation rate | 96.9% | 76.9%+20.0pp | 81.5%+15.4pp | 67.7%+29.3pp |
| Annual return | 26.67% | 37.24%-10.6pp | 49.41%-22.7pp | 35.65%-9.0pp |
| Employer contribution / active EE | $5,999 | $2,801+114.2% | $3,942+52.2% | $2,756+117.6% |
| Participant deferral / active EE | $14,107 | $6,818+106.9% | $8,087+74.4% | $4,299+228.2% |
| Admin fee / account holder | $2,845 | $5,887-51.7% | $7,899-64.0% | $6,940-59.0% |