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 | $52,537 | $86,938-39.6% | $102,423-48.7% | $80,925-35.1% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.6pp | 67.7%+29.4pp |
| Annual return | 10.92% | 18.89%-8.0pp | 29.42%-18.5pp | 35.65%-24.7pp |
| Employer contribution / active EE | $7,135 | $2,369+201.2% | $3,023+136.0% | $2,756+158.9% |
| Participant deferral / active EE | $7,557 | $4,120+83.4% | $5,054+49.5% | $4,299+75.8% |
| Admin fee / account holder | $4,115 | $8,053-48.9% | $9,455-56.5% | $6,940-40.7% |