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 | $47,763 | $77,358-38.3% | $102,184-53.3% | $87,485-45.4% |
| Participation rate | 97.0% | 78.7%+18.3pp | 82.6%+14.4pp | 68.9%+28.0pp |
| Annual return | 26.54% | 41.11%-14.6pp | 31.58%-5.0pp | 26.06%+0.5pp |
| Employer contribution / active EE | $4,134 | $2,562+61.4% | $3,594+15.0% | $2,596+59.2% |
| Participant deferral / active EE | $9,990 | $6,753+47.9% | $8,309+20.2% | $4,274+133.8% |
| Admin fee / account holder | $3,160 | $6,809-53.6% | $11,609-72.8% | $7,775-59.4% |