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 | $45,396 | $86,949-47.8% | $102,460-55.7% | $80,959-43.9% |
| Participation rate | 83.3% | 72.4%+10.9pp | 76.5%+6.8pp | 67.7%+15.7pp |
| Annual return | 37.87% | 18.89%+19.0pp | 29.47%+8.4pp | 35.67%+2.2pp |
| Employer contribution / active EE | $4,801 | $2,370+102.6% | $3,025+58.7% | $2,757+74.1% |
| Participant deferral / active EE | $9,030 | $4,121+119.1% | $5,056+78.6% | $4,300+110.0% |
| Admin fee / account holder | $2,547 | $8,048-68.3% | $9,460-73.1% | $6,925-63.2% |