Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $47,594 | $106,749-55.4% | $145,433-67.3% | $82,448-42.3% |
| Participation rate | 97.5% | 75.6%+21.9pp | 82.1%+15.4pp | 68.1%+29.4pp |
| Annual return | 26.23% | 27.59%-1.4pp | 66.58%-40.3pp | 41.64%-15.4pp |
| Employer contribution / active EE | $4,935 | $3,444+43.3% | $4,554+8.4% | $2,551+93.5% |
| Participant deferral / active EE | $9,563 | $6,519+46.7% | $7,897+21.1% | $4,139+131.0% |
| Admin fee / account holder | $1,365 | $8,390-83.7% | $13,129-89.6% | $7,234-81.1% |