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 | $50,488 | $97,550-48.2% | $120,344-58.0% | $87,485-42.3% |
| Participation rate | 91.3% | 72.8%+18.5pp | 76.7%+14.6pp | 68.9%+22.4pp |
| Annual return | 21.75% | 18.41%+3.3pp | 20.30%+1.4pp | 26.06%-4.3pp |
| Employer contribution / active EE | $4,849 | $2,291+111.7% | $3,020+60.6% | $2,596+86.8% |
| Participant deferral / active EE | $8,713 | $4,230+106.0% | $5,135+69.7% | $4,274+103.9% |
| Admin fee / account holder | $3,301 | $9,543-65.4% | $12,742-74.1% | $7,775-57.5% |